Market Intel; OBBBA; LTC Costs; LinkedIn Mktg.; Bus. Mkt. LTC; 1st Time Home Buyers
Did You Know?
The S&P 500 ended the first half of 2025 in positive territory despite a nearly 19% drop in early April. Since 1950, this marks only the third time the index has declined 15% or more in the first half yet still recovered to finish June with a year-to-date gain. See page 42 of Lincoln Financial’s Market Intel Exchange for details about what has historically followed large first-half declines.
Unlocking the Power of the One Big Beautiful Bill Act
You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax. But estate planning strategies aren’t just for the wealthy – they are for everyone. Read more from National Life.
Rising Care Costs Are Reshaping How We Plan for the Future
Today, the average cost of a private nursing home room exceeds $100,000 per year, with assisted living and in-home care not far behind. For many families – especially Gen Xers and younger boomers – these rising costs are hitting close to home as they care for aging parents while planning their own futures. Mutual of Omaha offers several tools to start the LTC conversation here.
30 Ways, 30 Minutes to Better LinkedIn Networking
Looking to grow your LinkedIn network? In just 30 minutes, you can help extend your reach and establish your expertise. Explore among the 30 activity notifications – from Pacific Life – that can serve as triggers identifying timely opportunities to reach out to a client or prospect. Explore your options and get connecting!
Webinar: Paying the LTC Premium in the Business Market
View the latest Advanced Strategies webinar recording from OneAmerica, “Paying Long-Term Care Premiums Using the Company Checkbook,” to hear valuable insights that could benefit both you and your business clients.
North American Blog: First-Time Home Buyers Top Tips
Read this blog post from North American for several financial tips to help you assist your first-time home-buyer clients streamline things and help them become better informed on their path to homeownership.
