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Stay informed with our expert-written articles thatbreak down the complexities of annuities, offeringpractical tips and valuable knowledge for securingyour financial future.

Annuity Articles

Living to 100 Brings New Challenges to Retirement Planning

3 Mins Read

Late-Career Layoff? It’s Not the End of the World

2 Mins Read

Is Your Annuity Right For You? Let’s Talk About It

Okay, let's be honest – the word "annuity" might not set your heart aflutter.
2 Mins Read

Getting Started with Fixed Annuities

2 Mins Read

Discover Fixed Rate Deferred Annuities

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

Sidestep These Retirement Roadblocks

You've worked hard all your life, and now the glorious horizon of retirement beckons. It's time to enjoy the fruits of your labor, right?
2 Mins Read

Reviewing Your Retirement Plan

We find ourselves firmly planted in the year 2024, a time when reflection on our financial well-being is paramount. Specifically, we must ask ourselves a crucial question: have we reviewed our retirement plans yet?
3 Mins Read

Aligning Couples’ Retirement Goals Despite Differing Details

Retirement is often seen as the golden period of life, a time to relax, travel, and enjoy the fruits of decades of labor.
3 Mins Read

Smart Strategies for Retirement Income

Fluctuating stock markets, persistent inflation, and the uncertainty of government programs like Social Security can make the financial landscape seem daunting.
2 Mins Read

Retirement Reimagined for the Modern Era

Retirement, once a straightforward concept of leisure after a lifetime of work, has transformed in the modern world.
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

What Is An Index Strategy, How Can You Use It To Have A Safer, Prosperous Retirement?

2 Mins Read

How Does a Money Market Account Work?   

2 Mins Read

The U.S. Debt Gone Mad!

2 Mins Read

Retirement Planning 101: What Is Your Number?

2 Mins Read

The Tax Deferred Annuity

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

Use the 1035 Tax Free Exchange To Maximize Your Annuity Benefits

Section 1035 allows owners of annuities (and life insurance) the opportunity to exchange an older annuity contract for a newer contract that may offer features more in line with current needs. As an example, the older contract may be crediting a lower interest rate than a new annuity may offer.
2 Mins Read

Use Golf to Understand Bonds

Using golf as an example makes bonds easy to understand and relate to.
3 Mins Read

Use A Safe for Your Important Money

My friend John has a special item in his life, John has a safe. This isn’t any ordinary safe; it is a special safe that John keeps his important money in. John’s safe protects his money so it is never at risk and no one can withdraw John’s money from his safe, except him. He is the only one with the combination to his safe. John’s safe has a special feature, it increases John’s money by paying guaranteed interest each month.
2 Mins Read

Use a HSA To Partner With Your Retirement Funds

3 Mins Read

Use ‘Transfer on Death’ Form to Avoid Probate Court

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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