Solarus Insurance IMO Bringing you Financial Planning Insights for Professionals
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Permanent Life Insurance: A Bright Idea
You may have business owners and high-net-worth clients with growing or advanced financial needs. That's where permanent life insurance can shine. There are several ways permanent life insurance could help solve a need. View this recent flyer from North American to discover what those are.
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Webinar Replay – Care for a Lifetime: Long-Term Planning in the Face of Alzheimer's
Recently, we held a webinar about planning for long-term care needs. Donna Wilcock, Ph.D., director of the Center for Neurogenerative Disorders at Indiana University School of Medicine, joined our very own Jeff Levin, vice president of distribution, Care Solutions, and Amy Chinn, vice president of long-term care claims and risk management, to discuss the long-lasting and complex care needs of progressive cognitive conditions, including Alzheimer's and dementia. Access the recording from OneAmerica.
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The One Big Beautiful Bill Act of 2025
Join Pacific Life on Thursday, 8/7/25 for the "The One Big Beautiful Bill Act of 2025: Changes and Opportunities" webinar. This course will discuss what the new law may mean for clients, specifically, how the tax law changes may apply to clients' business planning, tax planning, and estate planning, including how life insurance may be used in various strategies. Register Now.
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Enhancing Plan Management for Life Business Clients
Principal's Business Market Administration (BMA) provides complimentary service for employer-owned or employer-sponsored plans. This team is here to help make it easier for you to get these plans implemented–and retain them. As part of our continued effort to improve the experience for you, the plan sponsor, and participants, BMA is offering a more proactive, customized, service-offering to more new plans. Beginning July 7, 2025, new Loan Split Dollar, Buy-Sell, and Bonus plan customers can benefit. Read more here.
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Tax Strategies Can Help Optimize Retirement Planning
Investigating and employing tax strategies, from tax deferral to confirming what tax bracket a client is in, can play an important role in the overall success of a retirement strategy. Read more here – from Protective.
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The Benefits of Gifting
Engage clients today and help them discover the benefits of gifting. Holistic legacy plans that include a gifting strategy can help clients ensure that loved ones enjoy their wealth while reducing their taxable estate. This strategy can be especially useful for clients who are shifting their priorities from accumulating assets to considering how to pass wealth to the next generation. More in Prudential's Trimester marketing series.
SS Myths Webinar; Consumer Behaviors; New Bus. Mktg.; 10 LI Myths; New Women’s Mktg; LI Vid.