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 27, 2024
Annuity Rate Lock 101
Sometimes, interest rates, participation rates, and/or caps change after your client’s application is received by National Life but before the premium is received and the policy…
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August 22, 2024
Why SEP and SIMPLE IRAs Are Your Ticket to Connecting with Small Business Owners Nationwide
It’s well-known that the U.S. is grappling with a retirement savings crisis. One key factor exacerbating this problem is the insufficient number of retirement plans…
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August 22, 2024
Back by Popular Demand! Plus, This Connelly v. United States Webinar ‘Reprise’ Offers CPE Credit
In a unanimous ruling, the United States Supreme Court determined that life insurance proceeds received by a corporation to redeem shares from a deceased owner do…
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August 22, 2024
Rediscover RetireMax Secure (MYGA)
Starting August 24, more clients will be able to benefit from locking in a guaranteed interest rate with RetireMax Secure (not available in NY). They will…
