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 2, 2025
Introducing the Compassionate Care Program
Value Added Services has a new name — the Compassionate Care Program — reflecting our commitment to helping clients and families with care and support. The…
-
December 2, 2025
Give the Gift of an Annual Review
Conducting an annual review with your current clients provides the opportunity to stay top of mind, provide a value-add service, and ensure your clients coverage aligns…
-
December 1, 2025
Important Regulatory Notice
In accordance with the National Association of Insurance Commissioners (NAIC) Life Insurance Illustrations Model Regulation, the company is required to notify agents of the expense allocation…
-
November 19, 2025
Indexed Annuity Rate Changes
Rates are decreasing for single premium and flexible premium FIAs. Effective November 29, rates are changing for Zenith and Driver single premium fixed indexed annuities (FIAs)…
