As we kick off the year, E4 Experts Brendon DeRouin, CLU, ChFC, LACP, RICP, CEO & Partner; Greg Spaeth, Chief Executive Initiatives Officer; and Ronnie Hamilton, CFP, CLU, ChFC, AEP, Senior Vice President of Advanced Markets, provide an in-depth update on the key estate, gift, business, and income tax changes included in the OBBBA, and what they mean for your 2026 planning conversations.
Learn how new tax rules spark opportunities in gifting, retirement, and insurance planning—and how to use them to benefit clients and grow business!
