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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July 24, 2024
Tax Benefits and Beyond: The Unique Appeal of 403(b)(9) Plans
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…
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July 24, 2024
Reward Your Good Client Service with the Premium Increase Program (PIP)
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…
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July 24, 2024
MYGAs: Earn with Certainty
Annuities are a common way for clients to save for retirement with tax advantages. One type of annuity that’s very popular with clients today is the…
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July 24, 2024
The Answer, My Friend, Is No Longer Blowin’ in the Wind
On July 19, 2024, the Internal Revenue Service and the Treasury Department published Required Minimum Distributions Final Regulations. The regulations are effective as of September 17,…
