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LEGACY
NEWS
The Hidden Strengths of Annuities: A Strategic Look for Business Owners & High‑Income Professionals
Why Guaranteed Income Beats the 4% Rule – and What It Means for You
Understanding Participation Rates: The Key to Unlocking IUL Growth
The Legacy Line-Up — Designing Your Own Playbook for Generational Wealth
The Carter Crowning — How Jay-Z Turned Record Deals Into a Family Fiduciary Plan
The Saban Solution: How Nick Saban Turned Life Insurance Into a Legacy Plan
The Swinney Strategy: Coaching a Legacy with Life Insurance
The Staley Strategy: How Dawn Staley Built Wealth On and Off the Court Using Life Insurance
The Harbaugh Hustle: How Life Insurance Created Generational Wealth for Michigan’s Coach
The Bobby Bonilla Blueprint — How Life Insurance Helped Build a $29M Payday Through Deferred Wealth
Tax Diversification with Indexed Universal Life Insurance: A Smarter Approach to Retirement Planning
Millions Fear Running Out of Money in Retirement—Here’s How to Fight Back
How Fixed Indexed Annuities Can Safeguard Income Without Sacrificing Growth
Tax Diversification Tactics That Reduce Lifetime Tax Bills
How Today’s Fixed Indexed Annuities Outperform the Annuities of Old
Why Working with a Retirement Income Specialist Is Critical in Today’s Market
The OBBB Act Is Law: What It Means for Your Retirement, Taxes, and Legacy
Building a Retirement Fortress: FIAs and IULs as a Combined Strategy
Using FIAs for Roth Conversions: How to Manage Taxes and Maximize Income
The Power of Premium Bonuses: Offset Taxes, Enhance Growth, and Lock in Stability
Case Study: A $500K Qualified Account Transformed into Tax-Free Income and Legacy
Lifetime Income Annuities: Peace of Mind Through Guaranteed Income
The Silent Wealth Killer: Inflation and How to Protect Against It
Financial Freedom Without Market Dependence
Replacing Your Old Annuity: When It’s Time—and Why It Matters
How Today’s Fixed Indexed Annuities Outperform the Annuities of Old
The Retirement Shield: Why FIAs Deserve a Seat at Your Retirement Table
Protecting Your Income: IULs vs. Deferred Comp Plans
IULs vs. Roth IRAs: What Every High Earner Should Know
Beyond the 401(k): Smarter Strategies for Liquidity, Legacy, and Lifestyle
The Hidden Tax Burden of Success: How IULs Help Executives Take Control
Why High Earners Still Worry About Retirement
Tax Diversification with Indexed Universal Life Insurance: A Smarter Approach to Retirement Planning
The Rise of the 401(k): Why It’s Not Enough for Today’s Professionals
The Tax You Didn’t See Coming: How IULs Help Business Owners Stay Tax-Efficient
Legacy Isn’t Just for the Wealthy: How Business Owners Can Pass On More Than a Name
Golden Handcuffs: Rewarding and Retaining Key Employees with IULs
What If You Can’t Work? Protecting Your Income with Living Benefits
Beyond College: How IULs Empower Parents to Launch Their Children into Life
America’s Retirement Gap: Addressing Savings Shortfalls, Social Security Uncertainty and How IULs Offer a Smarter Solution
Retirement Planning by Age: Smart Savings, 401(k) Strategy, and the Power of IULs
Market Shock and Wealth Protection: How IULs Create Calm in a Storm
Protecting Your Retirement: How Indexed Universal Life (IUL) Shields You From Market Freezes and Falls
Q1 2025 IUL Market Update: Why Protection Matters More Than Ever
Max-Funded IUL: Building Wealth and Security
Bridge Capital Without the Bank: Using Cash Value in an IUL to Cover Temporary Setbacks
When You ARE the Business: Planning for Continuity Beyond You
Too Rich for Loans, Too Poor for Liquidity: The Power of Premium Financing for Business Owners
Buy-Sell Agreements Without the Cash Crunch: Why IULs Are the Ultimate Exit Strategy Tool
The Sudden Loss No One Plans For: Using Key Person Insurance to Protect Your Business Lifeline
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