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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

What are Annuity Surrender Charges and How do I Avoid Them?

2 Mins Read

Employer-Sponsored Retirement Plans

2 Mins Read

Tips on Lowering Your Tax Burden on Retirement Funds

2 Mins Read

Income Annuities – Bridging the Gap to Maximize Your Social Security

3 Mins Read

Is Your Retirement on Track?

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

Crafting Your Retirement Budget

2 Mins Read

Risk on Paper Is Different From Reality

2 Mins Read

Do you use third-party payment apps? Be aware of new IRS reporting requirements.

3 Mins Read

How Are Inherited Annuities Taxed?

3 Mins Read

Protecting Your Family’s Inheritance: Beneficiary-Controlled Trusts

In a perfect world, your will would be drawn up, your assets would be distributed in a timely, no-hassle fashion after your death, and your family would be immediately able to enjoy the financial legacy that you spent your life creating for them. Unfortunately, no one lives in a perfect world, but a beneficiary-controlled trust can help ensure that your children will have access to their inheritance in a way that is faster, and is legally protected longer-than some of the more traditional methods. A Beneficiary trust is long-term many states allow this type of trust to remain in perpetuities for at least a century, if not longer. A Beneficiary trust also maintains a structure that protects assets from creditors,
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 And The Retirement Nightmare

2 Mins Read

Women and Pensions, a Danger Sign

Untold millions of women face the problem of insufficient income because their spouse made the wrong choices when selecting pension retirement options. The same mistake can also be made when choosing the wrong income option with an annuity.
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Women And Investing It’s A Different World

3 Mins Read

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

2 Mins Read

Winning Investment Strategy

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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