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Seven US Pension Plans Warned They Will Run Out of Money By 2028.
Reducing your exposure to volatile markets and locking in some income guarantees may help you feel more confident about staying on track....

Married? Know your Social Security benefit options and free report.
Spousal benefits can be complex, and decisions surrounding these benefits require careful thought and planning. It’s never too early to ....

Understanding Annuities | Get the Facts
Annuities can help build a more secure retirement. Watch the following video to learn more. Get a FREE annuity quote.

How Your Gains Could Be Swallowed Up by Taxes & Inflation. + Guaranteed Wealth Protection Strategies
How Your Gains Could Be Swallowed Up by Taxes & Inflation. + Guaranteed Wealth Protection Strategies

Protect Your Retirement 100% Tax and Penalty Free.
Consumers with a large IRA have a tax problem. If they don’t use it or leverage it, they will likely lose a significant portion to future ta

Learn How To Make Smarter Choices About Retirement
Even if you consider yourself a conservative investor, remember that stocks historically have provided higher long-term total returns than c

Haven't Reached 59 and 1/2 Yet?
Add more certainty to your retirement savings with a fixed index annuity. Get an annuity quote today.

How Split Annuity Strategies Work
Using two funding methods lets an annuity holder receive dependable income now and simultaneously save for future needs as principle rebuild

How to Avoid Paying Taxes on an Inherited Annuity
While you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.

Thinking About Early Retirement?
If you’ve built up a large balance in 401(k)s, rollover IRAs and other tax-deferred accounts it's possible to manage how much of you are tax

Can I use the money from my 401(k) or IRA to purchase an annuity?
Tax-protected retirement savings accounts, such as IRAs or 401(k) plans, can be directly rolled over into an annuity tax-free as long as you

The Anatomy of an Index
Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 trillion

Investment Challenges of the Affluent Investor
High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

Despite Gender Pay Gap, Women Lead The Next Wave of Wealth Transfer
It is essential that women seek professional guidance regarding wealth management that adapts to their changing lifestyles over time.

What Should I Do With My Old 401(k) or Employer Plan?
Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and

How To Reduce Social Security Taxes In Retirement
Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

What is an Annuity Illustration?
The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it

How To Roll Your IRA, 401k or 403b Into an Annuity
Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered

More Growth Potential Than CDs | How Do Multi-Year Guarantee Annuities Work?
For retirement savers wanting more growth potential than what CDs and other fixed-interest assets might offer, fixed index annuities can be


















