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Insurance Industry Update
Life Insurance Accelerated underwriting programs continue to expand in the industry. Healthy qualifying clients under...

Thinking Long About Life
Protect Your Clients Today & Tomorrow Life insurance is certainly a topic that can stir discussion...

Who’s Next for State Mandated LTC Payroll Taxes?
LTC Payroll Tax - Who’s Next?We are all concerned about the exposure of living longer. ...

Life, Bonds & Business Planning
Thinking long about life Life Insurance is the foundation and bedrock of many financial plans. For...

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,...