Press Releases

Ask every transition-planning resistant client you have how they would like to get out of bed only to find they are in bed with their competitor.

Although a Deferred Annuity is a great vehicle to accumulate funds for retirement, it is not an efficient vehicle to transfer wealth since it may be taxed twice at death.

One of our A+ carriers takes an aggressive approach to underwriting thyroid cancer and in some cases, can offer Preferred rates.

Get the conversation started by asking your clients the right questions at their annual review.

The Compassionate Family Care Benefit is designed to help pay the bills if income is reduced due to missing work while coping with a loved one’s serious health condition.

It’s no surprise that a planning device with this many advantages has caught the attention of the lawmakers.

Does your client worry about how a large lump sum death benefit will be spent once they have passed?