This guide has been updated to reflect changes made under the Tax Cuts and Jobs Act of 2017. Please note that many of the provisions of this tax act that affect individual taxpayers are set to expire at the end of 2025.
Raise awareness of retirement and longevity challenges. Each statistic has a timely and relevant story. How do they relate to your specific client(s)? Find out here.
This month of February and Valentine's Day is a perfect time to remind clients of their need for life insurance. Find videos, social content, and much more here.
Ritz-Carlton in Naples, FL. Featuring dazzling views of the Gulf of Mexico, pristine beaches & world-class restaurants. Click here to learn more about this extraordinary trip.
Holiday Hours -
Presidents' Day
In honor of Presidents' Day, we will be closed on Monday, February 19, 2018. We will resume normal business hours on Tuesday, February 20, 2018. Wishing you a safe holiday weekend!
