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Annuity Articles

Enhancing Your Retirement Income through Spousal Social Security Benefits

Understanding how these benefits work is crucial to making the most of your retirement plan. Let's unravel this potential source of income.
2 Mins Read

QLACs are A Smart Strategy for Guaranteed Income in Retirement

As you approach retirement, one of the biggest concerns may be outliving your savings. After all, the prospect of running out of money later in life when you're less able to generate income is a significant source of stress for many.
2 Mins Read

Rethinking Finance in a Changing World

2 Mins Read

Reshaping Retirement in an Age of Longer Lives

2 Mins Read

Renting vs. Owning Your Home in Retirement

The traditional retirement dream often centers around owning a cozy, paid-off home. But is that always the best path?
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

Understanding and Maximizing Your Retirement Accounts

2 Mins Read

Guarding Against Retirement Risks: Identifying Three Threats to Financial Security

2 Mins Read

Understanding Confirmation Bias and Its Impact on Retirement Planning

3 Mins Read

Life Abroad With Social Security Benefits

Many Americans are drawn by the prospect of lower living costs, affordable healthcare, and the thrill of new cultural experiences when considering retiring in a foreign country.
2 Mins Read

Understanding Hardship Withdrawals

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

Advantages of the 1035 Exchange IRS Code

A 1035 Exchange is the exchange of one insurance policy for a newer policy with no tax consequences. It offers an investor the opportunity to exchange an old, outdated insurance contract for a newer contract that offers beneficial features the investor now wishes to include. For example, a policy owner might choose a contract with lower costs, a higher death benefit, the drawing of monthly installments or different investment options.
2 Mins Read

Solve The Retirement Solution By Climbing A Ladder

2 Mins Read

Sustainable Income Solutions

3 Mins Read

Should You Take Out a Loan From Your 401(k)?

2 Mins Read

Healthcare And The Baby Boomers

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

You Or Your Funds: Who Will Cross the Finished Line First?

3 Mins Read

Worry and Concern Over Medical Costs And Expenses

2 Mins Read

Women, Annuities and the Need to Outsource Retirement Income Management

Let’s face it, if all the market did was go up, the need for annuities would not exist. The reality is the market goes down, sometimes drastically. The 90’s exposed millions to the rewards of investing. The last four years showed the frightening side of the market. The fixed/indexed annuity plays well to people because of its combination of protection and potential.
2 Mins Read

Women Focused Financial Planning

3 Mins Read

Women Are Not Equal to Men in Retirement

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

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