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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...
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New IIC Education | Are You Aware?

September is Life Insurance Awareness Month Each year in September, the insurance industry spotlights the importance...
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Market Adjustments – Protecting the Downside

Protect the downside and lock in their health These turbulent times are causing many to rethink...
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4.25% Guaranteed, What to do in Scary Times

Interest rates continue to rise rapidly. If your clients are holding cash and not ready...