As the generational wealth transfer accelerates, financial advisors are encountering more situations...
Over the next two decades, more than $80 trillion is expected to move from one generation to the nex...
Over the next two decades, an estimated $80+ trillion will transfer between generations. A meaningfu...
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 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...
(Part 3 of the “Where Not to Die in 2025” Series)
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 ...