by New West Insurance | Jul 31, 2023 | Newsletter
Over $10.9 trillion of today’s current assets are controlled by women and it’s expected to grow to $30 trillion by 2030.** Grow your business with tips for engaging women clients, prospect profiles, and tools https://t.e2ma.net/message/58ssig/ld7ixy...
by New West Insurance | Jun 26, 2023 | Newsletter
Another sunset to prepare for is the Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017. Combine this with the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (which essentially https://t.e2ma.net/message/50u0fg/ld7ixy 6/26/2023 New...
by New West Insurance | Mar 27, 2023 | Newsletter
If spring skiing/snowboarding in the sun on fresh powder is what you’re after, we’ve got you covered! This spring also brings the new amendments to AG 49A that will go into effect May 1st, 2023. https://t.e2ma.net/message/tbzx8f/ld7ixy 3/27/2023...
by New West Insurance | Jan 20, 2023 | Newsletter
Term prices are down, cash accumulation interest/cap rates are up, and whole life dividends are outperforming. What better way to prepare for an uncertain future than with the down side protection of life insu https://t.e2ma.net/message/5scx2f/hmfk5v 1/20/2023 New...
by New West Insurance | Oct 21, 2022 | Newsletter
As many of your clients transition from one season of their lives to the next, helping them be prepared can ease anxiety about the future and let them enjoy this time with their loved ones. https://t.e2ma.net/message/tj1ssf/ld7ixy 10/21/2022 New West...
by New West Insurance | Jul 8, 2022 | Newsletter
We packed it all in this trip: snorkeling, hiking, SUPing, a visit to the Buddhist temple, and topped it off with a catamaran sunset cruise. Time really does fly when you’re having fun! Now it’s back to work https://t.e2ma.net/message/hqi9hf/ld7ixy...
