Resources
IUL
The IUL Advantage: What Your Accountant Wants You to Know
By Myla Pacis
Discover why Indexed Universal Life (IUL) is gaining traction as a secure, tax-advantaged solution for retirement and estate planning—plus 10 key reasons accountants recommend it.
Read Article →💡
How to Navigate Retirement Talks with Optimism: 5 Key Topics to Shape Your Future
By Myla Pacis
Learn how to approach retirement planning with positivity and confidence through five essential discussion topics that can transform your retirement conversations.
Read Article →🎁
The Gift of a Lifetime: Why IUL Is More Than Just Life Insurance
By Myla Pacis
Discover how starting an IUL early for a child or grandchild can be one of the most powerful financial decisions you make for their future security and wealth building.
Read Article →📅
Turning Points: Your Decade-by-Decade Guide to Retirement Milestones
By Myla Pacis
Navigate your retirement journey with confidence through key milestones from age 50 to 70, including catch-up contributions, Social Security benefits, and Medicare enrollment.
Read Article →