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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

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.

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

Rebalancing Your Portfolio

Periodically rebalancing your portfolio to match your desired risk tolerance is a sound practice regardless of the market conditions. One ap

A Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current indivi

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

A Look at Whole Life Insurance

Whole life insurance is designed to remain in force for your whole life, as long as you remain current with your premiums.

Why Medicare Should Be Part of Your Retirement Strategy

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Caring for Aging Parents

Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare