Latest Articles

  • New! Qualified Wealth Transfer Objective in QPC Stand out from your competition when helping clients with their legacy planning goals by taking advantage of the new Qualified Wealth Transfer objective within Qualified Plan Concepts. Qualified Wealth Transfer is simple to use yet illustrates a compelling reason to transfer IRA and qualified assets to life insurance for legacy planning. It simply integrates your ... Read more
  • SECURE Act and 2020 Tax Updates The Setting Every Community Up for Retirement Enhancement (SECURE) Act became Public Law No. 116-94 on December 20, 2019. Provisions of the Act apply to retirement plans in 2020 and later. Read more
  • Social Security Sells Annuities—Here’s How This is about the most effective annuity sales technique you can use. We have thousands of clients using this technique and I want to be sure you’re taking advantage of it. It is well-recognized among financial advisors that commercial annuities can help clients achieve retirement income security. Both immediate annuities and deferred annuities can supplement traditional lifetime retirement income sources such ... Read more

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