SECURE ACT 2.0 – 4 THINGS YOU NEED TO KNOW NOW

In December 2019, the original SECURE Act was passed, bringing significant changes to the post-death tax treatment of qualified retirement accounts. Now, in its new Final Regulations of the SECURE Act 2.0 issued on July 18, 2024, there are more

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A Solution for Stability

As we wrap up 2024, it’s clear the Indexed Universal Life (IUL) market continues to gain serious traction. LIMRA recently reported that the IUL market saw $3.7 billion in new premium in 2024 alone, with a significant portion directed toward

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‘Tis the Season to Talk Life Insurance and Long-Term Care

Autumn ushers in the holiday season — a perfect opportunity to revisit important conversations about insurance reviews and long-term care (LTC). Regular policy reviews ensure that your clients’ financial strategies evolve alongside their lives. Reviews before the holidays give your

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FROM INTEREST TO ACTION: Unlocking Client Motivation

As a financial professional, answering this question is critical to your success, maintaining a strong mindset, and protecting your most valuable asset, your time: “Interested or Motivated?”.   Interest drives a lot of deal activity. But by itself, it never drives

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