Get More Out of Retirement With a Pension Maximization Strategy in a Pension Plan

Purchasing life insurance on a retiring employee may result in more money available during retirement for your clients. Read on in part three of this Sales Ideas Series to learn more about Defined Benefit Plans and how to lead clients to a secure and successful retirement plan.

2020 Qualified Plan Adoption Deadlines

Every year we send a reminder out that the year-end plan adoption deadline is approaching. But this year is different. The SECURE Act, passed in 2019 made some important changes with regard to the adoption deadlines for certain types of plans. Find out what’s changed and how to help clients with the plan adoption process.

Protect Your Business with
Key Person Coverage

Business owners carry property and casualty insurance to protect business assets, yet the most important asset of any business is the people who make the company prosperous. Discover how Key Person Coverage can help your business-owning clients.