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....
-
July 11, 2024
Connelly v. United States Training Webinar
In a unanimous decision, the United States Supreme Court ruled that life insurance proceeds received by a corporation to redeem shares of a deceased owner are…
-
July 11, 2024
Save the Date for November’s CPA Symposium!
Growth Through Partnership When you adopt an integrated financial services business model, you have the opportunity to expand your business, generate additional income, and offer the…
-
July 11, 2024
CPA Advantage Tactical Tuesdays Webinar Series! Uses of Life Insurance in Estate Planning
National Life’s Advanced Sales Team invites you and your CPA partners to this month’s Tactical Tuesdays webinar on uses of life insurance in estate planning. Inviting…
-
July 11, 2024
Use the K-12 Off-Season to Develop New Payroll Slot Prospects
Guide employers and their employees towards successful retirement outcomes, leveraging the four plan types. This will enable you to grow your business and effectively serve the…
