📗 FIA Rollover Checklist (Fixed Indexed Annuity Rollover)
A step-by-step checklist to help you safely and strategically roll over funds into a Fixed Indexed Annuity. Understand the process, timelines, and best practices to protect your principal while maintaining growth potential.
📘 Executive Bonus One-Pager
A quick, high-level overview of how executive bonus plans can attract and retain key talent using life insurance strategies. Learn how employers can offer powerful, tax-advantaged benefits with minimal administrative complexity.