Retirement planning isn’t just about how much clients have saved—it’s about how they’ll spend it. An...
For the past couple of years, MYGAs have dominated conversations. And it’s easy to see why—clean, si...
How to Simplify the Most Misunderstood Rule in Retirement
How to Turn Stale Contracts Into New Opportunities
🚨 Here’s the mistake too many advisors make — and how to avoid it with a smarter, more consistent s...
How to Turn Maturing CDs Into Long-Term Wins for Your Clients
(Part 3 of the “Where Not to Die in 2025” Series)
Estate taxes don’t just hit the ultra-wealthy anymore. With state exemptions as low as $1 million an...
We’ve all heard “nothing is certain but death and taxes”—but for residents of certain states, the co...
the Pension Protection Act allows annuity owners to turn gains into tax-free LTC benefits — without ...