Critical Illness Insurance FAQs Critical Illness Insurance FAQs Read More Life Insurance FAQs Life Insurance FAQs Read More Fixed Indexed Annuities FAQs Fixed Indexed Annuities FAQs Read More Indexed Universal Life Insurance FAQs Indexed Universal Life Insurance FAQs Read More Medicare FAQs Medicare FAQs Read More Long Term Care Insurance FAQs Long Term Care Insurance FAQs Read More Request an appointment To request your appointment you can fill in the contact form or call us. (941) 355-4362 Contact Us About Us Financial Services Insurance Services Resources Educational Videos Downloads BLOG Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025October 21, 2024By Ian Berger, JD IRA Analyst The year is flying by, and before we know it 2025 will be here. With the arrival of the new year, several new […] QTIP Trusts and Successor Beneficiaries: Today’s Slott Report MailbagOctober 17, 2024Ian Berger, JD IRA Analyst Question: We have a client who has children from a previous marriage. Upon the husband’s death, he wants to make sure his […]