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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November 5, 2020
2021 IRS Retirement Plan Contribution Limits
How much can your clients save for retirement in 2021 in tax-advantaged accounts? The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2021….
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October 29, 2020
An Index Option for Today’s Markets
In a time when the marketplace seems unpredictable and volatile, many gravitate toward financial solutions that can offer a smoother ride. Investors are also approaching today’s…
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October 29, 2020
And the Winners Are …
Thanks to all Independent agents who participated in our social media contest! Your participation has helped drive more awareness to our Social Media Playbook and social…
