June is Annuity Awareness Month!
We'll be sharing resources, fun facts, unique products, and more all month long.
The 1 Move That Could Give Clients Tax-Free Peace of Mind
Your clients work hard for their retirement—help them protect it and plan for increasing costs of care using assets they already have.
[Notice] Patient-Centered Outcomes Research Institute Fee
Details and resources are included to assist you with calculating and filing PCORI fees.
MYGA Rates: 6/3/25
Check out the latest MYGA top products.
Our Office Will Be Closed May 30th and June 2nd
OCI will be closed on Friday, May 30th and Monday, June 2nd for an off-site team-building event.
80% of Annuities Go Unused—Let’s Change That
What if we could show you how to take that same pool of money and make it "dual-purpose" tax-free for LTC?