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Tax Time Check Up

PLEASE USE ONLY YOUR TELEPHONE FOR AUDIO! Many clients expect guidance that goes beyond numbers. They want a holistic approach to help them build wealth and prepare for the future. […]

How to Sell Life Insurance in a Time of Social Distancing

Life insurance activity has increased, despite social distancing. Learn how Sagicor can meet client needs of competitively priced, guaranteed products --- all with Accelewriting, an accelerated underwriting process that requires […]

Tax Time Check Up

PLEASE USE ONLY YOUR TELEPHONE FOR AUDIO! Many clients expect guidance that goes beyond numbers. They want a holistic approach to help them build wealth and prepare for the future. […]

Webinar Series: How to Successfully Work from Home

Tuesday, March 31st : Get to Know Us and our Online Resources Wednesday, April 1st: Illustrating and Submitting Business Remotely Thursday, April 2nd: Submit Pending Requirements and Manage your Business […]

Access Non Qualified Annuities Tax Free!

70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue […]

Webinar Series: How to Successfully Work from Home

Tuesday, March 31st : Get to Know Us and our Online Resources Wednesday, April 1st: Illustrating and Submitting Business Remotely Thursday, April 2nd: Submit Pending Requirements and Manage your Business […]

Access Non Qualified Annuities Tax Free!

70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue […]

Access Non Qualified Annuities Tax Free!

70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue […]

Access Non Qualified Annuities Tax Free!

70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue […]

The SECURE Act

On Friday, December 20, 2019 the President signed the Further Consolidated Appropriations Act into Law. Tacked onto the appropriation bill were the provisions of the Setting Every Community Up for […]