August 4, 2025
Unlocking the Power of the One Big Beautiful Bill Act
You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax....
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January 6, 2021
New Laws Mean Major Changes for Life Insurance and Small Business Owners
Congress passed the Consolidated Appropriations Act at the end of 2020 which includes many provisions which will impact our clients and industry. Join the National Life…
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January 6, 2021
Coming Soon! Enhancements to FIT Retirement Series
On January 25 the products you know as FIT Select Income and FIT Secure Growth will be more than enhanced, they’ll be re-energized. Customized with the…
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January 6, 2021
New Presentation Kit: Bridging the Pension Gap
Many teachers may not realize the shortfall they will have if their pension is their only source of retirement income. In a frightening 2014 Urban Institute…
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December 30, 2020
Reach out to Your Business Owner Clients About What an IRA Can Do for Them
Small business owners have a lot on their mind, such as attracting and keeping their employees. If they are looking for a better way to retain…
