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Leading In Uncertain Times: Formality for Informality Sake
When it comes to closing deals, no fool-proof method will earn you a 100%-win rate. However, any sales leader can
Best Interest and Suitability Updates
Alaska, Colorado, and North Carolina have updated their requirements around Best Interest and Suitability in Annuity Transactions. New training courses
Using Inflation Protection to Reach a Desired Premium
There’s no one-size-fits-all long-term care insurance policy. Instead, you and your clients tailor a policy to meet their unique needs.
Effective 12/10/22 : New Withholding Process For Asset Care Annuities
Jan. 1, 2023 in all states, IRS guidelines around taxable distributions from retirement plans and annuities will change, requiring a