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 18, 2024
Multiple Transfers? No Problem!
Many clients have multiple retirement savings accounts at different companies. When they buy a Single Premium Deferred Annuity (SPDAs), like Income Driver or Zenith Growth, they…
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July 17, 2024
The Shackles are Broken
On May 7, 2024, the Federal Trade Commission (“FTC”) published the Non-Compete Clause Rule (“the Ruling”), in which the FTC states that non-compete clauses are an…
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July 17, 2024
What is a Market Value Adjustment (MVA)?
When it comes to understanding how annuities work it is important to be aware of the various features that are typically on an annuity contract. In…
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July 17, 2024
MYGA Rate Change
Due to a changing interest rate environment, the following adjustment was made on Wednesday, July 17: RetireMax Secure 5 decreased from 5.40% to 5.15% Green Mountain…
