For many business owners, securing life insurance on a key employee feels like a task completed. Once the policy is issued and the first…
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The One Big Beautiful Bill Act (OBBBA) increased the federal estate and gift tax exemption to $15 million in 2026 (indexed for inflation) and…
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Each October, National Estate Planning Awareness Month encourages families, business owners, and financial professionals to revisit the strategies that safeguard wealth and ensure smooth…
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September is Life Insurance Awareness Month, making it the perfect time to explore advanced strategies that maximize value for your clients. Life insurance not…
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Many high-net-worth and business-owner clients assume they can self-fund the cost of long-term care (LTC). To a certain extent, they’re right. But while they…
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The Connelly decision has changed the landscape of business succession planning, prompting producers to reexamine how buy-sell agreements funded with life insurance are structured.…
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Certainty is a powerful planning tool. The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings long-awaited clarity to…
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A surprising spike in Medicare premiums—sometimes doubling or tripling the expected amount—can throw off carefully designed retirement plans. Many people don’t realize that Medicare…
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A growing number of Americans are feeling optimistic about their retirement prospects, but this confidence is mixed with anxiety. The 2025 Retirement Confidence Survey…
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To succeed in advanced sales, you must be more than knowledgeable—you must be strategic in how you connect, educate, and earn trust. Today’s clients…
Life can get expensive. Rising living costs, healthcare expenses, and midlife pivots—such as a career change, early retirement, or supporting a family member—can all…
Life changes. So should your clients’ strategies. A life insurance policy purchased years ago may no longer fit a client’s needs. Maybe the kids…
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