The United States Capitol, the home of the United States Congress. Washington, D.C.

Key Highlights from the SECURE Act 2.0

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law last week as part of Congress’ $1.7 trillion omnibus spending bill. A version of the act was initially approved in March by the House before going through revisions in the Senate and ultimately landing in the massive omnibus bill. SECURE…

2023 Goal, Plan, Action word on yellow note with Businessman holding pen and crumbled paper on wooden table background. New Year New Start, Resolutions, Strategy concept

Are You Ready for 2023?

The effort you put in at the end of one year can have a significant impact on how you start the next. This is a good time for settling accounts, getting your books in order, and conducting holiday marketing activities. But what are you doing to prep for the beginning of the new year? While…

The SPL Alternative

The conversation about long-term care can be difficult. Many people have yet to consider the impact it can have on their retirement. Others simply do not want to accept that a time may come when they can no longer live independently. But the truth is nearly 70% of Americans will need long-term care at some…

Happy economists discussing documents with financial data

Long-Term Care Insurance Awareness Month

November is Long-Term Care Insurance Awareness Month. Like other “Awareness Month” campaigns (Life Insurance in September and Annuity in June), this presents an opportunity to discuss how a certain solution—in this case, LTC coverage—can fit within your clients’ and prospects’ retirement portfolios. The conversation about long-term care can be difficult. Many people have yet to…

Social Security money

Breaking Down the 2023 COLA Increase

The nearly 65 million Americans who receive Social Security retirement benefits will receive the biggest cost-of-living increase in more than 40 years. The Social Security Administration (SSA) announced last week an 8.7% COLA boost for 2023. This marks the largest COLA increase since 1981 and follows last year’s 5.9% increase. The increase will see the average monthly…

Man sitting at his workplace in the office. Top view close-up. Businessman is trying to connect couple puzzle piece. Symbol of association and connection. Concept of business strategy.

B2B Life Insurance Marketing Tips

When it comes to life insurance, many agents and advisors focus most of their efforts on consumers. This can be a wide-open market that consists of young families, those nearing retirement, and everyone in between. However, it would be a mistake to overlook the equally-open territory of small businesses. Many business owners may not be…