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....
-
-
-
December 5, 2019
This gift is life-changing
…a gift of life is a gift for life. Do you have grandparent clients who: Have savings in the bank, CDs or other accounts that are taxable?…
-
December 5, 2019
Find the right “FIT”
In August of 2018, we introduced the FIT Retirement Series (FRS) and they quickly became our top selling flow annuities. Now more than 90%+ of all…
