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 11, 2024
BUILDing Blocks: Prospecting for New Business
Understanding how to connect with customers whose needs align with your products is essential for your business growth. Join Patricia Haynes of Apogee Financial Partners as…
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July 11, 2024
The Window for Your Clients to Establish a Qualified Plans Is Still Open, but Not for Long!
With the passage of the SECURE Act in December 2019, businesses now have until their tax filing deadline, plus extensions to implement certain types of qualified…
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June 27, 2024
Register for July’s Live Webinar Training
Whether you are new to the business or an experienced producer, we offer plenty of interactive trainings to fit your schedule. FIT SPDAs: Single Premium Solutions…
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June 27, 2024
Stars, Stripes, and Legislative Insights
There is nothing quite like celebrating a birthday, regardless of how old you are; it can always be a blast! But if your client’s cake is…
