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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August 21, 2019
K-12 Onsite Meetings Made Simple
Present! Toolkit School Tools to Make Your Presence Felt
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August 21, 2019
Turn Rita’s Nest Egg into Lifetime Income
Consider this… Your client, Rita, is 58 years old and plans to retire in five years. Working together, you have identified a $1,000/month income gap in…
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August 14, 2019
Grow your 403(b) Business with TRAK
What a better time of the year than back to school to meet with educators on their retirement plans? The Retirement Analysis Kit (TRAK) is innovative…
