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....
-
July 1, 2020
Spot the Flow Business You May Be Missing
Our school district employees have braved unprecedented times. But, for some, there’s more hardship to come. As school districts are required to tighten their belts, a…
-
June 30, 2020
COMING SOON: BasicSecure Fixed Universal Life
Right now, many consumers are thinking about making their lives simpler and getting back to the basics. Help your clients protect their home, family and their…
-
June 29, 2020
Start Selling Today! 4 Single Premium Indexed Annuities You Can Bank On
Products are pending availability in these states: DE, NJ, and OR. Not approved in NY. Whether it’s accumulation, lifetime income or guarantees against loss due to…
-
June 28, 2020
Gain a Competitive Advantage in the 403(b)/457(b) Market
Our TRAK software provides a competitive advantage by helping you tell the story to clients about what they need in retirement vs. what they are projected…
