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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

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

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

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

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

Alternative Investments - Going Mainstream

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as invest

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 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

Alternative Ways To Help Pay For College

One tool to consider as part of an overall college saving strategy is a fixed or fixed indexed annuity. A significant benefit of these produ