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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October 30, 2024
The Monster Under the Bed May Protect Money but Is Not Crediting Interest
The money customers have put away in safe places may be protected from loss but is not working to give them a better retirement. Many people…
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October 30, 2024
Choosing IRA Beneficiaries is Like Choosing from a Box of Chocolates
On July 19, 2024, the Internal Revenue Service and the Treasury Department published Required Minimum Distributions (RMDs) Final Regulations. The regulations are effective as of September…
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October 30, 2024
SPDA Premium Allocation Presets
A Single Premium Deferred Annuity (SPDA) has 15 indexing options. That may be a scary thought but have no fear — you can easily help clients…
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October 29, 2024
National Life Group Shines at the 2024 WIFS Thrive Women’s Conference
Women in Insurance and Financial Services (WIFS) hosted their annual Thrive Women’s Conference from October 14-16, 2024, in Philadelphia, bringing together professionals committed to advancing women…
