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Annuity Articles

QLACs: A Secure Retirement Income Option Enhanced by SECURE Act 2.0

QLACs, or Qualified Longevity Annuity Contracts, are a specialized type of annuity designed to provide guaranteed income in later retirement.
2 Mins Read

Prepping for Retirement in the Home Stretch

With just five years left until retirement, the countdown has officially begun. This crucial period is your last chance to ensure that you are financially prepared for the lifestyle you envision post-retirement.
3 Mins Read

Planning for a Purposeful Retirement

3 Mins Read

Phased Retirement Could be your Path to a Fulfilling (and Financially Secure) Retirement

The classic image of retirement – a clean break from your career into endless leisure time – is being replaced by a more flexible approach: phased retirement.
2 Mins Read

No 401(k)? Alternative Ways to Power Your Retirement Savings

2 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

Women & Retirement: Building a Life That Fits, Not Shrinks

2 Mins Read

Retirement’s Uncertainties and the Strategic Role of Annuities

3 Mins Read

Love, Legacy, and The Importance of Estate Planning

2 Mins Read

Life Insurance Isn’t About Dying, It’s About Living Well

2 Mins Read

Longevity Risk and the Uncertainties of Aging

3 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

Annuities as an Investment Vehicle

Annuities are investment products with an insurance component based on the financial strength of the annuity issuing insurance company. Annuities offer an attractive alternate option to secure a steady lifetime income stream with flexible options based on the investor's preferences of security and risk. Annuities are also unique in the sense that income from stock market gains and contributions are tax deferred until you decide to withdraw.
2 Mins Read

Discontinuing S&P ESG Rankings

2 Mins Read

Invisible Fees In Mutual Funds

3 Mins Read

Fixed Indexed Annuities And The Road Analogy

3 Mins Read

FINRA Wants Our Annuity Products

Finra and annuities
3 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

Your Social Security Benefits and How to Make Them Work Harder For You

3 Mins Read

Your Simple Guide to a Financially Secure Retirement

3 Mins Read

Your Roadmap to Different Retirement Accounts

2 Mins Read

Your Retirement Income. Guaranteed? Or at Risk?

Most people know the amount of money in their retirement plan and as they near retirement the focus on those funds becomes more and more important. Don’t forget the very most important questions you should be asking yourself about your retirement money.
2 Mins Read

Your Retirement Income Replacement Rate

2 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

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