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More opportunities in The Great Reprieve

The qualified business income (QBI) deduction may be extended in the current administration. Small business owners should maximize this opportunity while preparing for future changes. Join us as we discuss […]

Tom Hegna presents “Don’t Worry, Retire Happy!”

Join North American as author, economist, and industry-icon Tom Hegna shares seven simple steps to a happy retirement in “Don’t Worry, Retire Happy!” Whether your clients are just starting or […]

Tax-efficient insurance funding

Join our monthly trimester webinar featuring Karen Hofmann, Vice President, Advanced Planning at Prudential. We’ll explore innovative and tax-efficient strategies that high-net-worth clients can use to pay for life insurance […]

Annuity Sales Webinar

Most of your clients understand that annuities can provide a guaranteed income stream for life, or that they can simply be used as an accumulation asset in their portfolio. But […]