Understanding the Underserved

Estate Planning & Avoiding MECs

The IRS announcement of the new annual exclusion and lifetime exemption taxation has put an added emphasis on this year’s estate planning conversations.

Overlooked Opportunity – Agribusiness

Agribusiness owners’ need for legacy planning services provides you with an opportunity to fill an important role in the farming and ranching communities.

SummitLife – NEW from NLG

email : Webview : SummitLife – NEW from National Life Group (e2ma.net) SummitLife – It’s Hot and On Top!

not so hidden talents

From mural art to jewelry maker, find out what your clients’ hidden talents might be.  This will come into play when...
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