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Unique Annuity Products & Design
Investing With a Safety Net – QLAC’s The recent Secure 2.0 legislation increased the amount you...

Leading From Gratitude
Leading from Gratitude Last month I shared a free download eBook from Dan Sullivan, The Strategic...

Taxing Times & Trends | 2023 Tax Guides
2023 Tax Guides Below are two tax guides for your reference: 2023 Tax Guide (2pg) 2023 Tax Guide...

Thinking About Your Thinking | Planning for 2023 & Beyond
Thinking about your Thinking - Entrepreneurial Growth As we wind down 2022 and plan for 2023,...

Rethinking the Plan?
35% of millionaires say it will take a miracle to retire securely According to a recently...

4.95% for 5 years Guaranteed, Income Planning
Protect the Pile with 4.95% guaranteed for 5 years (A+ rated carrier) Anyone expecting to retire...

New IIC Education | Are You Aware?
September is Life Insurance Awareness Month Each year in September, the insurance industry spotlights the importance...

Market Adjustments – Protecting the Downside
Protect the downside and lock in their health These turbulent times are causing many to rethink...