We are an insurance brokerage general agency empowering advisors and institutions across the country to achieve transformational results for their clients.
LIFE
Unbiased, expert advice and access to the best products. Learn More >
RDU
Risk Differentiation Underwriting Deliver remarkable life insurance results to affluent, impaired-risk clients. Learn More >
ANNUITIES
Unbiased, expert advice and access to top products ensures your client’s are retirement-ready. Learn More >
LINKED BENEFIT
Protect the legacy of a lifetime. Turn the long-term care conversation into a productive opportunity. Learn More >
2021 Tax Reference Guide
The 2021 Tax Reference Guide includes changes to:
- Gift & Estate Tax
- Long-term Care Insurance Qualified Deductions
- Single Life “Inherited” Table
- Uniform Lifetime Tables
- Retirement & Education Incentives
- Social Security Benefits
- Federal Income Taxes & Standard Deductions
- Business Income Taxes
Our unique approach to insurance goes beyond the predictable to help you connect more personally with your clients and manage their risks more effectively.
Fall 2020
GPS 2020
Growth & Protection Summit
Critical Information Center
It’s important that you have access to the most up-to-date, trusted information from a variety of sources. CLICK HERE to view our Critical Information Center, this information is updated daily.
INDUSTRY INSIGHT
Accelerated Underwriting just got better! Principal Accelerated Underwriting (AU) is being enhanced so that even more of your clients can benefit! Read More >
BLOG
Donald Trump recently asked the Treasury Department to examine RMD life expectancy and distribution tables due to longer life expectancy and more people working well into their 70’s. Read More >
Critical Information Center
It’s important that you have access to the most up to date, trusted information from a variety of sources. CLICK HERE to view our Critical Information Center, this information is updated daily.
