• Weekly Newsletter

  • April is National Financial Literacy Month and a perfect time to increase your financial literacy, while establishing and maintaining healthy money and finance habits. One way you can become financially savvy is by getting advice from financial ...

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    Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the television or radio without hearing the word “annuity.” The winner of the lottery had a very important choice to make: to ...

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    Discover our most frequently asked questions about fixed indexed annuities (FIAs). Get the answers you need to help calculate your path to retirement. What is an annuity? In the most basic sense, an annuity is a contract between you and an ...

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    Last month, athletes from around the globe came together to compete in the PyeongChang 2018 Winter Olympics. While for some, these games were a debut, others retired from their sport following the competition. Each Olympian’s journey is unique ...

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    Fixed indexed annuities (FIAs) address many basic retirement concerns: protection of hard-earned dollars, tax-deferred growth, balance, and lifetime income. Get some peace of mind — no matter what happens in the market. Consider these five key ...

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    As we celebrate women’s social, economic, cultural, and political achievements this International Women’s Day, the Indexed Annuity Leadership Council (IALC) wants to raise awareness that when it comes to savings, the gender savings gap is still ...

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    You may or may not be doing better than average, but you're almost certainly doing better than your parents. Today's elderly are healthier, better educated and live longer than any previous generation, according to a report from the Federal ...

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    Understanding how Annuities Can Pay for Senior Care An annuity can ensure that a retiree is able to afford assisted living. Immediate annuities promise a steady stream of payments, no matter how long you live. The catch is that you must hand a large...

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    If you’re like me, when you first read the qualified disclaimer rules, the phrase comes “must be nice” comes to mind. And while it’s true these rules are used more often by wealthier Americans, anyone can incorporate them into their estate ...

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    Fixed Annuities: Guaranteed Investment Performance  With a fixed annuity, the owner is guaranteed at least a minimum rate of investment return. The insurer declares a specific credited rate of return based on the investment performance of its ...

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