Life Gateway

Assistant

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403(b) rollover rules for a new client

GPT-5.4 mini
Assistant

Hi Alberto — ask me anything about Life Gateway's retirement and insurance guidance. I answer from the knowledge base and show my sources.

Try: "What's the 403(b) contribution limit for 2026?" · "Explain WEP and GPO" · "Term vs whole life insurance?"

Answers from your knowledge base and live Workspace — sources shown with every reply.