Category Archives: Education

Get Creative in Helping Your Clients Manage Unwanted RMDs

The SECURE Act of 2020 and the RMD Puzzle Many clients don’t want or need to take the RMDs each year.  They may…
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August 8, 2021 Webinar Replay: Identifying Income Rider Replacement Opportunities

Watch the replay below as Brad & Dave discuss income rider replacements, the opportunities, case studies, analysis, and best practices to submit replacement…
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101j Business Owner Review

We ran a webinar today regarding 101j and the impact it has on your business owners, CPAs, and your individual practice. This one…
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Market Value Adjustment (MVA) – What Does It Mean?

If you have been paying attention to interest rates, you already know that within the last year, we have returned to a historically…
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No Contestability Period for Material Misrepresentation

Did you know that for Material Misrepresentation there is no contestability period for your client's life insurance purchase?  This may come as a…
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