5 Ways Life Insurance Can Boost Clients’ Retirement Plans

Posted on December 20th, 2022.

The Setting Every Community Up for Retirement Enhancement (or Secure) Act has made IRAs a less convenient vehicle for estate planning, sending advisors looking for other tax-friendly ways to pass wealth to heirs.

Life insurance is …

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The One Blog You Didn’t Know You Needed… and Here’s Why You Actually Do!

Posted on December 18th, 2022.

Hello, there! And thank you for visiting our new blog!

Here at Bass Financial Solutions, we believe in providing our customers with only the best estate planning services. In order to help even more people, we thought we’d share so…

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