Category Archives: Annuity

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 […]

Read More >

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 […]

Read More >
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 […]

Read More >
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 […]

Read More >
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 […]

Read More >
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 […]

Read More >
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 […]

Read More >
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 […]

Read More >
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 […]

Read More >
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% […]

Read More >

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 […]

Read More >
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 […]

Read More >
1891FinancialLife_MultiYearGuaranteedAnnuity

Best Methods for Choosing a Multi-Year Guaranteed Annuity

Approximately 55% of Americans feel behind on their retirement plan and wonder if a multi-year guaranteed annuity is the right choice. Saving for retirement can minimize future stress and financial struggles. You may also […]

Read More >
1891FinancialLife_NonQualifiedAnnuity

What is a 7-Year Non-Qualified Annuity?

What is a 7-year non-qualified annuity, and how does it work for someone looking for a long-term insurance plan? Retirement planning is a mystifying ordeal for many people. It can […]

Read More >
1891FinancialLife_PlanningYourRetirement

Planning Your Retirement in 2023

January is here, and planning your retirement for the new year does not have to be complicated. Most people dream of the day that they’ll retire. What could be better […]

Read More >
1891FinancialLife_LifeInsuranceisaGreatChristmasGift

Why Life Insurance is a Great Christmas Gift

Life insurance is a great Christmas gift, especially for those who cannot afford it and have not considered it. As the Christmas season gets closer, there’s increasing pressure to buy […]

Read More >
1891FinancialLife_NonQualifiedAnnuity

A Non-Qualified Annuity: The Basics

An annuity is a contract for an insurance product that provides you with a reliable source of income. You receive a guaranteed amount of income based on the terms of the contract […]

Read More >
1891FinancialLife_BestTimetoBuyLifeInsurance

December is the Best Time to Buy Life Insurance

People often wonder when is the best time of year to buy life insurance to both save money and prepare themselves. But why is December considered a top contender for […]

Read More >