Every June, Annuity Awareness Month gives us a unique opportunity: to reset the way clients and even...
For years, traditional long-term care (LTC) insurance was the default strategy. But today’s market —...
Did you know that many retirees are sitting on idle annuity assets — and missing a massive tax-savin...
Small business owners are some of the most driven and hard-working clients you'll meet — but their d...
Clients planning their legacy often look to single-premium life insurance for its simplicity and tax...
Life insurance is designed to provide peace of mind — but for some clients, a massive lump sum payou...
When most clients hear “long-term care insurance,” they picture one thing: a sterile nursing home. B...
In the world of retirement planning, most advisors focus on three things: time, money, and risk. But...
Life insurance isn’t just a box to check — it’s a critical component of financial, business, and leg...
Tax season isn't just about filing returns — it's when clients get hyper-focused on their money. Tha...