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Liquidity: The Estate Planning Risk...
Life Insurance vs. Inherited IRAs:...
SEPP Strategies: Helping Clients Access...
Why Affluent Clients Still Need...
Cross-Endorsement Buy-Sell Agreements: A Flexible...
Certainty Ahead: Planning Under the...
Help Clients Give Old Policies...
Proactive Planning for Medicare Part...
Retirement Planning: Economic Concerns Create...
Advanced Sales Success: Strategies for...
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The Advanced Sales Advantage
Author

Oni Harton, J.D.

Oni Harton, J.D.

Oni is a member of the Indiana Bar Association. She is Senior Legal Editor and Legal Counsel at PGI, using her broad legal experience to write, edit, and maintain content for digital and print products. See her full bio on the Meet the Team page at pgiresources.com.

  • Life Insurance vs. Inherited IRAs: A Smarter Legacy Plan?

    by Oni Harton, J.D. September 25, 2025
    by Oni Harton, J.D. September 25, 2025

    September is Life Insurance Awareness Month, making it the perfect time to explore advanced strategies that maximize value for your clients. Life insurance not…

  • Why Affluent Clients Still Need LTC Insurance

    by Oni Harton, J.D. August 25, 2025
    by Oni Harton, J.D. August 25, 2025

    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…

  • Certainty Ahead: Planning Under the One Big Beautiful Bill Act

    by Oni Harton, J.D. July 15, 2025
    by Oni Harton, J.D. July 15, 2025

    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…

  • Proactive Planning for Medicare Part B Income-Based Premiums

    by Oni Harton, J.D. June 27, 2025
    by Oni Harton, J.D. June 27, 2025

    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…

  • Advanced Sales Success: Strategies for Deeper Client Engagement

    by Oni Harton, J.D. May 22, 2025
    by Oni Harton, J.D. May 22, 2025

    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…

  • Key Person Insurance: Don’t Forget to Discuss the Tax Implications

    by Oni Harton, J.D. May 5, 2025
    by Oni Harton, J.D. May 5, 2025

    Small businesses power the United States economy. They drive innovation, create jobs, and sustain local economies. With so much at stake, small business owners…

  • Financial Literacy in Focus:
    Boosting Client Confidence This Month

    by Oni Harton, J.D. April 7, 2025
    by Oni Harton, J.D. April 7, 2025

    It is a fitting coincidence that The Advanced Sales Advantage launches just in time for National Financial Literacy Month. Financial education is key to…

Recent

  • Liquidity: The Estate Planning Risk Clients Often Overlook
  • Life Insurance vs. Inherited IRAs: A Smarter Legacy Plan?
  • SEPP Strategies: Helping Clients Access Retirement Funds Early and Wisely
  • Why Affluent Clients Still Need LTC Insurance
  • Cross-Endorsement Buy-Sell Agreements: A Flexible Post-Connelly Planning Option
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