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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December 6, 2024
Faster Annuity Application Processing with Instant Suitability
New setup for suitability questions Drop-downs replace free-form answers. Follow-up questions help clarify information. Users will be alerted when an answer may be a typo. Applications…
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December 6, 2024
Choose Your Cover Page For Life Illustrations
In August, we introduced a new look for life insurance illustrations by adding a background image (aligned with the buyer’s guide) on the cover page. Now,…
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December 6, 2024
BUILDing Blocks | Power Partners: Teaming Up to Grow Your Business
BUILD’s vision is to empower Black Financial Professionals to make a lasting financial impact in the Community and the Financial Services Industry; so that Black agents…
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December 4, 2024
There’s Still Time to Save on 2024 Tax Liability!
Sponsoring a qualified plan provides a great deal of benefits to businesses including tax deductions, retirement savings and an increase in employee morale. While the 2024…
