MARKETING One America – LTC News You Can Use! Once again, there’s been no shortage of continued press around the subject of extended care and the importance of implementing a plan!  Our Advisor Development Consultants have various articles to help you create awareness and ensure your clients are getting ahead of this crisis before it’s […]

MARKETING One Big Beautiful Bill Act: How to unlock new opportunities and grow your business. On September 17 @ 11 am CT, join best-selling author Patrick Kelly and David Foster, Director, Advanced Markets, for an insightful breakdown of the newly signed One Big Beautiful Bill Act. Gain expert insights, practical strategies, and the knowledge you

How to Leverage the OBBBA to Increase Sales and Create New Client Opportunities On September 17 @ 11 am CT, join best-selling author Patrick Kelly and David Foster, Director, Advanced Markets, for an insightful breakdown of the newly signed One Big Beautiful Bill Act (OBBBA). This landmark legislation introduces notable tax changes that every financial