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....
August 4, 2025
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....
July 24, 2024
Fixed indexed annuities (FIAs) are long-term saving vehicles that provide policyholders the ability to participate in market gains while providing downside protection¹. In this article, we’ll…
July 24, 2024
Say hello to our newest offering, PGI’s Advanced Markets Resource Center – your ultimate destination for value-driven consumer materials. Dive into this comprehensive suite of market-focused…
July 24, 2024
Are you actively engaged in the 403(b) or 457(b) market? Seeking to expand and diversify your client base? The 403(b)(9), also known as the “religious retirement…
July 24, 2024
Regularly checking in with your clients, conducting policy reviews, and ensuring they are adequately prepared for retirement through premium adjustments is what ‘doing good’ is…