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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

Fixed Annuities are The Quiet Backbone of Retirement Security

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Financial Security Challenges for Older Americans

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Secondary Market Annuities

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Early Retirement Is A Choice For Some And A Necessity for Others

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Don’t Miss These Overlooked Retirement Tax Saving Opportunities

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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

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.
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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.
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Rethinking Finance in a Changing World

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Reshaping Retirement in an Age of Longer Lives

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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

Are You And Your Money Prepared For The Next Pandemic Or Recession?

2 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,
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Strategic Planning with Annuity Riders

Annuity riders increase a purchaser’s payout options and some insurers offer annuity rider incentives by matching contributions or through bonuses with the purchase of an annuity. However, riders cost extra and involve a risk. They also can be quite complex and confusing. The decision to purchase an annuity is an important one, and one that requires knowledge and strategic planning.
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A Physicians Career and Protecting Your Retirement Funds With Fixed Indexed Annuities

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Investing Can Be Risky….Maybe Not!

The current state of the world economy is about as volatile as it has ever been since WWII. Many investors have run to safety and made huge purchases in the only one really safe vehicle available-US Treasuries. Buying Treasuries is definitely a safe investment option….or is it? It is true that US Treasuries carry no risk, no risk in your investment being lost. However, there is another risk associated with investing in US Treasuries.
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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