Category Archives: Annuity

nontax qualified annuity what you need to know

Nontax Qualified Annuities: What You Need to Know

When planning for retirement, many overlook nontax qualified annuities, focusing only on their more familiar counterparts — tax-qualified annuities. Nontax qualified annuities offer a unique way to grow your retirement […]

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nonqualified annuities

An In-Depth Look at Nonqualified Annuities and Their Benefits

When you think about retirement planning, a nonqualified annuity might not be the first option that comes to mind. Yet, its unique attributes make it a compelling choice for those […]

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nonqualified annuities

Understanding Nonqualified Annuities for Retirement Planning

As June marks Annuity Awareness Month, it’s a perfect time to explore how nonqualified annuities can serve as a robust supplement to your retirement planning. These financial instruments offer an […]

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annuities

Maximizing Your Wealth: The Power of Tax-Deferred Accumulation

Growing your wealth efficiently often hinges on strategies that preserve as much of your investment gains as possible. Tax-deferred accumulation is a powerful tool in this regard, allowing your investments […]

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annuities

Exploring Annuity Income Options: What’s Best for Your Retirement?

June marks Annuity Awareness Month, so it’s a perfect time to consider how these financial products fit into your retirement strategies. Annuities offer a reliable stream of income during your […]

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annuity

Maxed Out Your 401(k)? Here’s Why You Should Consider a Nonqualified Annuity

If you’ve recently maxed out your 401(k) contributions, what’s next in safeguarding your future financially? The 2024 contribution limit for a 401(k) is $23,000 and $30,500 if you’re 50 or […]

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annuities

Elevating Financial IQ: Annuities as a Tool in Financial Literacy Month

April marks the observance of Financial Literacy Month, an initiative aimed at promoting the importance of financial education and empowering individuals to make informed decisions about their money. As you […]

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There may still be time to lower your 2023 tax bill

If you’re preparing to file your 2023 tax return and expecting a tax bill, you may still be able to lower it — or even claim a refund. If you […]

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multi-year guaranteed annuity

Why Multi-Year Guaranteed Annuities Are Worth Considering

In today’s uncertain financial landscape, securing a stable income stream for your retirement years is more important than ever. As you navigate the complex world of retirement planning, it’s essential […]

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annuities

Signs It’s Time to Review Your Retirement Plan

Retirement planning can often stir up a whirlwind of emotions, involving tough choices and facing the reality of aging. Inevitably, many find themselves avoiding it altogether, opting to bury their […]

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annuities

Annuities: Key Terms Every Investor Should Understand

Retirement might seem like a distant goal, but it’s never too early to begin planning for your golden years. Smart decisions now can help you build a secure financial future […]

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life insurance

How Life Insurance and Annuities Work Together for Your Retirement

Two powerful tools for securing your retirement and protecting your family are life insurance and annuities. Individually, they serve distinct purposes, but when strategically combined, they can create a formidable […]

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annuities

Start Today, Thrive Tomorrow: Annuities for a Secure Retirement

Establishing the security and stability you need for retirement requires careful consideration and advanced preparation. Many people include annuities in their retirement planning to secure their financial well-being and that […]

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Annuities and planning for retirement

5 Facts to Know About Annuities

When planning for retirement, one crucial consideration is your long-term income sources. An annuity offers you guaranteed, consistent income during your retirement years. Before you decide about the right investment […]

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1891FinancialLife_Annuities

The Best Annuities to Potentially Grow Your Income

As you get closer to retirement age, you may think even more seriously about where to invest your money and how much you want to invest. Looking closely at annuities […]

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june annuity awareness month

June is National Annuity Awareness Month!

So what’s the big deal about annuities, you ask? More than you may realize. According to LIMRA, total 2023 first quarter annuity sales were $92.9 billion, which was a 47% […]

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NEW! 3-Year Flexible Premium Deferred Annuity

Announcing our new product! 3-Year Flexible Premium Deferred Annuity (FPDA)1 Issue Ages 0-85 $300 – $250,000 Premium2 Plan ahead to make great things happen. A Flexible Premium Deferred Annuity makes […]

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1891FinancialLife_5-YearAnnuity

Why a 5-Year Annuity is a Good Investment for You

A 5-year annuity could become the best plan for your retirement as you consider your options when you get closer to it. When you start planning for retirement, your focus […]

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