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  • About Us
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    • WealthX (Indexed Universal Life Insurance)
    • RetirementPAYDAY (Annuity)
    • CollegePLUS (Indexed Universal Life Insurance)
    • LifeENSURE (Whole Life | Term Life Insurance)
    • BespokeFINANCE (Premium Finance)
    • The CHAMP Plan™ (Employee Wellness Program)
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Retirement planning for married women is essential—especially for moms. Learn how to create your own financial plan and secure your future.

08 May Retirement planning for married women is essential—especially for moms.

Posted at 20:05h in Article | Understanding Life Insurance

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Discover the importance of a retirement plan for single women and how to start building financial independence in your 30s and beyond.

08 May Discover the importance of a retirement plan for single women

Posted at 19:41h in Article | Understanding Life Insurance
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Starting late on retirement planning? Don’t worry! Discover actionable strategies and tips to catch up on retirement savings and secure your financial future, even if you’re starting later in life.

08 May Starting late on retirement planning? Don’t worry!

Posted at 19:31h in Article | Understanding Life Insurance
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Your retirement plan needs to work as hard as you do

08 May Your retirement plan needs to work as hard as you do.

Posted at 19:12h in Article | Understanding Life Insurance
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Want growth without market losses? Discover how IUL can build wealth and protect your family at the same time.

08 May Want growth without market losses? Discover how IUL can build wealth

Posted at 15:47h in Article | Understanding Life Insurance
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Solving the HR Budget Puzzle with Section 125 Plans | Stretch your HR budget with a compliant plan that delivers real financial impact.

07 May Solving the HR Budget Puzzle with Section 125 Plans

Posted at 19:33h in Article | Wellness Plan - Healthcare - Employee benefit
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Life insurance can help while you’re still alive. Learn how living benefits work—and why they matter.

07 May Life insurance can help while you’re still alive.

Posted at 17:25h in Article | Understanding Life Insurance
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The Champ Plan helps employers reduce payroll taxes. Find out how it works and how much you could save. (Section 125 Plan)

07 May The Champ Plan helps employers reduce payroll taxes.

Posted at 17:17h in Article | Wellness Plan - Healthcare - Employee benefit
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The Champ Plan Shows Your Team You Truly Care | This powerful benefit helps you support your employees without stretching your budget.

06 May The Champ Plan Shows Your Team You Truly Care

Posted at 20:08h in Article | Wellness Plan - Healthcare - Employee benefit
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Why Parents Are Choosing Life Insurance Over 529 Plans | A new trend shows parents choosing life insurance over 529s. Here’s why.

06 May Why Parents Are Choosing Life Insurance Over 529 Plans

Posted at 18:34h in Article | Understanding Life Insurance
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Cut payroll taxes and boost take-home pay with Section 125 plans | Cafeteria plans —here’s how small businesses benefit.

06 May Cut payroll taxes and boost take-home pay with Section 125

Posted at 14:33h in Article | Wellness Plan - Healthcare - Employee benefit
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Can Life Insurance Help You Build Wealth? Absolutely | Discover how modern life insurance can do more than protect—it can grow your wealth.

05 May Can Life Insurance Help You Build Wealth? Absolutely.

Posted at 20:09h in Article | Understanding Life Insurance
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How Smart Employers Use Section 125 Plans to Prioritize Employee Well-Being | Easy, affordable way to care for employee wellness.

05 May How Smart Employers Use Section 125 Plans to Prioritize Employee Well-Being

Posted at 18:51h in Article | Wellness Plan - Healthcare - Employee benefit
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How to Be the Employer Everyone Wants to Work For—Without Blowing Your Budget | Here’s one simple strategy that makes you stand out.

05 May How to Be the Employer Everyone Wants to Work For—Without Blowing Your Budget

Posted at 17:37h in Article | Wellness Plan - Healthcare - Employee benefit
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What Is a Section 125 Cafeteria Plan? (And Why Smart Employers Use One) | The plan saves employers & employees money through pre-tax benefits.

05 May What Is a Section 125 Cafeteria Plan? (And Why Smart Employers Use One)

Posted at 14:46h in Article | Wellness Plan - Healthcare - Employee benefit
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The New Rules of Employee Benefits | Wellness, flexibility, and financial relief now define modern employee benefits—here’s what to offer.

04 May The New Rules of Employee Benefits – The Policy Shop

Posted at 00:40h in Article | Wellness Plan - Healthcare - Employee benefit
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Life Insurance with Health Conditions: What You Need to Know | Here’s how to improve your chances and get covered.

02 May Life Insurance with Health Conditions: What You Need to Know

Posted at 23:22h in Article | Understanding Life Insurance
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How to Calculate the Right Amount of Life Insurance | Use this simple guide to calculate your ideal coverage.

02 May How to Calculate the Right Amount of Life Insurance

Posted at 20:51h in Article | Understanding Life Insurance
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Living Benefits of Life Insurance: Use It While You're Alive | Use it for retirement, emergencies, and medical costs while you're still alive.

01 May Living Benefits of Life Insurance: Use It While You’re Alive

Posted at 19:27h in Article | Understanding Life Insurance
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Section 125 Plans: A Hidden Gem in Your HR Toolkit | More value without more budget—here’s why HR leaders are turning to Section 125 plans.

01 May Section 125 Plans: A Hidden Gem in Your HR Toolkit

Posted at 17:34h in Article | Wellness Plan - Healthcare - Employee benefit
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Indexed Universal Life Insurance Explained Simply | An IUL is flexible, powerful, and tax-smart. Learn what it is, and how it works.

01 May Indexed Universal Life Insurance Explained Simply

Posted at 17:24h in Article | Understanding Life Insurance
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