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Why Guaranteed Income Beats the 4% Rule – and What It Means for You
3 min read
Understanding Participation Rates: The Key to Unlocking IUL Growth
2 min read
The Legacy Line-Up — Designing Your Own Playbook for Generational Wealth
2 min read
The Carter Crowning — How Jay-Z Turned Record Deals Into a Family Fiduciary Plan
2 min read
The Saban Solution: How Nick Saban Turned Life Insurance Into a Legacy Plan
3 min read
The Swinney Strategy: Coaching a Legacy with Life Insurance
3 min read
The Staley Strategy: How Dawn Staley Built Wealth On and Off the Court Using Life Insurance
3 min read
The Harbaugh Hustle: How Life Insurance Created Generational Wealth for Michigan’s Coach
3 min read
The Bobby Bonilla Blueprint — How Life Insurance Helped Build a $29M Payday Through Deferred Wealth
2 min read
Tax Diversification with Indexed Universal Life Insurance: A Smarter Approach to Retirement Planning
2 min read
Millions Fear Running Out of Money in Retirement—Here’s How to Fight Back
2 min read
How Fixed Indexed Annuities Can Safeguard Income Without Sacrificing Growth
3 min read
Tax Diversification Tactics That Reduce Lifetime Tax Bills
3 min read
How Today’s Fixed Indexed Annuities Outperform the Annuities of Old
3 min read
Why Working with a Retirement Income Specialist Is Critical in Today’s Market
3 min read
The OBBB Act Is Law: What It Means for Your Retirement, Taxes, and Legacy
5 min read
Building a Retirement Fortress: FIAs and IULs as a Combined Strategy
3 min read
Using FIAs for Roth Conversions: How to Manage Taxes and Maximize Income
4 min read
The Power of Premium Bonuses: Offset Taxes, Enhance Growth, and Lock in Stability
2 min read
Case Study: A $500K Qualified Account Transformed into Tax-Free Income and Legacy
3 min read
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