How To Talk About Life Insurance With Your Loved Ones This February
February 19, 2026
The month of February invites us to think about love, care, and commitment. One of the best ways to show love to your family is to secure their future with […]
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Is a Fixed Indexed Annuity Right for You in 2026? Trends, Rates, and What To Know
February 17, 2026
Interest rates continue to shift, economic forecasts are evolving, and many people are taking a fresh look at their retirement timelines. With 2026 underway, it’s a smart time to revisit […]
The Most Powerful ‘I Love You’: Why Life Insurance Speaks Louder Than Words
February 12, 2026
Sometimes the best way to say “I love you” is not through words, but through quiet action. One meaningful way to do that is with life insurance. Why is life […]
How Flexible Premium Deferred Annuities Help You Say ‘I’ve Got You’ — Even in Retirement
February 10, 2026
Retirement marks the end of a career, but love and responsibility don’t stop just because the paychecks do. You and your spouse made a promise to care for one another, […]
Life Insurance Isn’t for You — It’s for the People You’d Do Anything For
February 5, 2026
It’s February, a month that many of us associate with love and romance. What better way to “Insure Your Love” than with a life insurance policy? Think about it: Who […]
What’s Love Got To Do With It? How Fixed Indexed Annuities Protect Your Partner’s Future
February 3, 2026
“Insure Your Love” month takes place every February — a reminder that protecting a partner isn’t just emotional but also financial. Love shows up in everyday moments, but it also […]
Life Insurance: The Cornerstone of Financial Wellness for Your Family
January 27, 2026
January is Financial Wellness Month, a time to reflect on the steps we take to care for our families — not just today but also for years to come. While […]
Life Insurance as an Act of Love: A Meaningful Gift for National Spouses Day
January 22, 2026
On January 26, many couples celebrate National Spouse Day as a moment to reflect on what they mean to each other. While flowers and dinners are classic tokens of affection, […]
How Annuities Can Strengthen Your Retirement Plan During Financial Wellness Month
January 20, 2026
January is Financial Wellness Month — a time to reflect on your financial habits and reset your goals for the year ahead. As Intuit notes, financial wellness isn’t about wealth; […]
What Makes a Strong Retirement Plan Even Stronger? A Lifetime Income Stream
January 15, 2026
Is your retirement plan missing something? For many pre-retirees, a well-stocked savings account or 401(k) plan is a sign of success — a testament to a job well done. But […]
The Cost of Waiting: A Tale of Two Retirement Paths
January 13, 2026
What if one financial decision could change the course of your retirement? For many approaching their 50s, that decision might be when to begin securing a fixed indexed annuity as […]
Fixed Index Annuities: A Conservative Choice With Long-Term Power
January 8, 2026
In an unpredictable market, one financial vehicle stands out for individuals seeking both growth and protection: the fixed index annuity. Especially for those nearing retirement, this option offers stability without […]
How Much Life Insurance Do You Really Need? A Fresh Look in the New Year
January 6, 2026
January marks a fresh start — and for many, it’s also a time for financial checkups. However, while reviewing budgets and retirement plans often tops the list, evaluating your life […]
How Fixed Annuities Offer Stability in Uncertain Markets
December 29, 2025
For retirees and those approaching retirement, market volatility can render a financial plan uncertain and unpredictable. In times like these, certainty becomes a powerful asset. One way to gain that […]
Holiday Reflections: How Fraternal Values Help Families Thrive
December 23, 2025
The holiday season brings festive lights and cherished traditions. It’s also the perfect time to pause and reflect on what matters most: family, community, and the peace of mind that […]
SAVE THE DATE! Celebrating The 1-3-5: 2026 Member Summit
December 22, 2025
Get Access to Early Registration Submit for the Legacy Tree It’s here! Mark your calendar – Sunday, July 19, 2026 – for our Virtual Member Summit. This year’s theme, The […]
Retiring in 5 Years? How a Financial Vehicle Can Add Confidence
December 18, 2025
If you’re five years from retirement, it might feel like a distant milestone. But in financial planning terms, it’s right around the corner. As you look ahead, you may be […]
End-of-Year Financial Checklist: Have You Reviewed Your Life Insurance?
December 16, 2025
As another year comes to a close, it’s natural to reflect on the changes and challenges you’ve faced. Whether you welcomed a new family member, paid off debt, or moved […]