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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February 3, 2020
Reach Out to 403(b) Clients this Tax Season
Will your 403(b) clients spend refunds or put them to work? We can help you close their retirement gap, even using something as basic as an…
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January 30, 2020
Problem Solved!
One of the top selling points of TotalSecure is its premium flexibility, which allows clients a choice of timeframe for paying their policy in full. As…
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January 29, 2020
Quick Hit Sales Idea: Put a Price on Loyal Employees
Small businesses constantly face the challenge of attracting quality employees and retaining loyal employees. And, when they don’t offer any kind of retirement benefit, that challenge…
