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Insurance Industry Update

Life Insurance Accelerated underwriting programs continue to expand in the industry.  Healthy qualifying clients under...
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Thinking Long About Life

Protect Your Clients Today & Tomorrow Life insurance is certainly a topic that can stir discussion...
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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. ...
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Life, Bonds & Business Planning

Thinking long about life Life Insurance is the foundation and bedrock of many financial plans.  For...
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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...
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Leading From Gratitude

Leading from Gratitude Last month I shared a free download eBook from Dan Sullivan, The Strategic...
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Taxing Times & Trends | 2023 Tax Guides

2023 Tax Guides Below are two tax guides for your reference: 2023 Tax Guide (2pg) 2023 Tax Guide...
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Thinking About Your Thinking | Planning for 2023 & Beyond

Thinking about your Thinking - Entrepreneurial Growth As we wind down 2022 and plan for 2023,...
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Rethinking the Plan?

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