Familiarize yourself with the DOL's new ruling in this guide covering the fiduciary definition changes, how to determine if your transaction is subject to the new ruling, PTEs, and steps to prepare for the ruling to go into effect. Please keep in touch with your FSR for further information and trainings.

In this episode of Money Script Monday, Laurence demonstrates the importance of alternative funding strategies for retirement readiness that can protect against the risks of market volatility and longevity.

In this episode of Money Script Monday, Brian warns of the potential tax pitfalls of Roth IRA conversions by considering future tax scenarios and providing a comprehensive guide to some of the most pertinent tax thresholds.

In Brittany's article featured in Advisor Perspectives, she emphasizes the timely opportunity for retirement-bound Americans to capitalize on current high-yield annuity rates.

In this episode of Money Script Monday, Gabe navigates variable loans, fixed-rate loans, and withdrawal loans to guide families through their college funding process.

In this episode of Money Script Monday, Sara offers invaluable lessons on connecting with clients' genuine aspirations and fears based on the latest research data of those approaching or currently in retirement.

In Laurence's article featured in Broker World Magazine, he provides the foundational springboard to launch your services to new heights by highlighting the benefits of offering estate planning, presenting solutions to looming tax threats, and providing alternatives for a range of clients.

In this episode of Money Script Monday, Luke outlines the innovative benefits of a split-dollar arrangement for business owners aiming to revolutionize their company’s employee retention and amplify their business’s value, stability, and success.

In this episode of Money Script Monday, Michael explains why annuities may be the missing piece to your retirement planning puzzle by rationally weighing the costs and benefits of this lucrative financial strategy.

In this episode of Money Script Monday, Kyle offers five vital strategies, from basic to advanced, to reduce your tax liability and enjoy more financial stability and freedom in retirement.