Blog

Could Annuities Be Better Than Bonds for Lifetime Income?
If you asked a hundred financial advisors about what they use to construct retirement strategies, you would surely get as many opinions as t

Common Retirement Mistakes Made by Federal Employees
As a postal or federal employee, you have high-quality federal benefits. In time, they will play directly into your retirement, whether you

Roth IRA vs. Life Insurance
Why are 401(k) plans, annuities, and IRAs so popular? It’s important to understand the differences between a Roth IRA and life insurance. In

How Living Benefits Can Help You in Retirement
Many people know about life insurance and how it may give financial protection. What about using life insurance in retirement? Just look onl

Annuity | How Can Guarantees Help You in Your Retirement Plan?
Learn How Annuities Can Protect Your Retirement Savings & Give You Guaranteed Monthly Income For Life. Better Understand The Power of Annuit

A Primer on Irrevocable Life Insurance Trusts
The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; howe

How to Plan for Retirement Uncertainties
The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, a

How Will Working Affect Social Security Benefits?
In a recent survey, 74% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting ques

4 steps every woman can take to help prepare for retirement
Many men and women approach money management and financial wellness differently and this difference often extends to planning for retirement

A Policy to Protect Your Assets, Income and Legacy
All of us would love to pass on a decent-sized legacy to our heirs. But too many estates are all but entirely consumed by the high costs of

Amid COVID Crisis, Many Savers Eye Fixed-Term Annuities
Pension and life insurance companies are reporting a major up tick and demand for fixed term annuities since the coronavirus outbreak starte

Insuring Your Business With a Buy/Sell Agreement
Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage ear

Protecting Your Business from the Loss of a Key Person
When considering the coverage amount the business owner should first calculate the financial impact of the loss of a key person. Charles de

Four Reasons Millennials Need an Estate Strategy
You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate manag














