Wealth Planning

Roth conversions represent one of the most beneficial tax techniques that an advisor has in their to...

Was 2023 a good year? Were goals met? Have you set goals yet for 2024? Do you have a plan in place t...

Big changes – and big opportunities – are ahead for retirement savers and the insurance and retireme...

Slow seasons or down time don’t have to result in a sales slump for independent insurance agents and...

The purpose of the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Tra...

Choosing a field marketing organization (FMO) is one of the most important decisions you’ll make as ...

September is Life Insurance Awareness Month. That has me thinking about the value life insurance pro...

Independent insurance agent Susan Booth didn’t realize she was a fish flopping out of water until a ...

Converting money from a traditional retirement account to a Roth account is not a new retirement pla...

Senior Market Sales® (SMS) is always thinking of ways to position insurance and retirement planning ...

Annuities are a great way to grow your business and help your clients get the most out of their reti...

There’s no escaping the news about increased market volatility and predictions of a bear market or r...