Monthly Archive: December 2024

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12 Client Gift Ideas Under $100

Costco carries this one. If your client is a fan of Iberico ham from Spain or prosciutto from Italy, this is a great themed gift. The box is quite large. It includes an entire...

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Preparing for Medicare Changes in the New Year

Advisor tip: Ensure your clients are aware of their total premium cost for 2025, including the increased Part B and Part D premiums. 2. Medicare Part B Premium Adjustments: What’s changing? Premiums for Medicare...