It Costs to Wait
DID YOU KNOW… That waiting even 6 years can cost THOUSANDS more in premium dollars to generate the same $10,000 […]
DID YOU KNOW… That waiting even 6 years can cost THOUSANDS more in premium dollars to generate the same $10,000 […]
HELPING YOUR CLIENTS CREATE THEIR RETIREMENT PLAN IS EASY IF YOU REMEMBER THE 3 C’S 1. CHOOSE Help your client
3 STEPS TO A BETTER RETIREMENT Read Post »
“Nothing is certain but death and taxes.” – Benjamin Franklin TAXES AND CHANGE ARE INEVITABLE, BUT A FIXED INDEX ANNUITY
Enhancing Tax Control in Retirement Read Post »
The NAIC recently proposed the adoption of a revised Annuity Suitability Model Law. Separately, the U.S. Securities and Exchange Commission
Revised NAIC Annuity Suitability Model Law Read Post »
What is it? Elder Financial Exploitation is when someone illegally or improperly uses an elder’s money or belongings for their
Elder Financial Exploitation Read Post »
Secure 2.0 Act The Secure 2.0 act is not just a single bill, it is the combination of three