Author: Spotlight News

Jeremy Lach discusses insights on going from an annuity producer to recognized retirement expert  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-from-annuity-producer-to-recognized-retirement-expert/ In the world of financial advising, particularly in the realm of retirement planning, there exists a critical distinction between two types of professionals: those who focus on products…

Jeremy Lach discusses why top annuity producers outgrow big box IMOs  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-why-top-annuity-producers-outgrow-big-box-imos/ Discussed the common trajectory in the financial services industry where professionals start with larger firms to learn the ropes before venturing out on their own. Jeremy highlighted the…

A Groundbreaking Psychological Model Redefining Identity, Performance and the Architecture of the Mind

With key provisions of the federal SECURE Act 2.0 now taking effect, a local fiduciary advisor is encouraging business owners to review and benchmark their 401(k) retirement plans to ensure they remain competitive, compliant, and cost-effective. More than 70 million Americans participate in employer-sponsored retirement plans such as 401(k)s, making…

Owen Edwards discusses the retirement tax trap  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-discussing-the-retirement-tax-trap/ Owen highlights the importance of understanding required minimum distributions (RMDs), which the government mandates at certain ages, forcing withdrawals from retirement accounts. He emphasizes the need for a strategic approach to manage…