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    Product R + D

    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts

    by FIG Marketing January 25, 2023
    written by FIG Marketing

    President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022.

    Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 SECURE Act has key implications for retirement plans and outcomes.

    Here’s a summary of 15 important SECURE 2.0 Act changes that you should know.

    Continue Reading
    January 25, 2023
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  • Product R + D

    Succession Planning for Family Business: Estate Equalization [Using Life Insurance]

    by Dave Henry September 28, 2022
    by Dave Henry September 28, 2022

    Updated March 18, 2025, at 12:12 PM Succession planning for a family business is often top-of-mind for business-owning clients as they near retirement. And for good reason. Family business succession plans are …

    4 FacebookTwitterPinterestEmail
  • Product R + D

    IUL vs. Whole Life Insurance: What Are the Differences?

    by Teresa Speir September 14, 2022
    by Teresa Speir September 14, 2022

    Updated August 6. 2024, at 1:28 PM Indexed universal life (IUL) vs. whole life insurance: which one is more beneficial and what are the differences? The truth is, “best” is often subjective …

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