Weekly Newsletter
Retirement Planning in 2026: A Practical Playbook (and How Annuities Can Help)
TL;DR: Going into 2026, retirees face two big realities: markets that still swing and a shifting...
Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right Now
As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026,...
Why Life Insurance Belongs in Your Retirement Plan
Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a...
Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement
Quick Take Annuities are insurance contracts that can turn a portion of your savings into...
Why Fixed Indexed Annuities Are a Smart Choice for Retirement Planning
When planning for retirement, one of the greatest challenges is balancing growth potential with...
The 4% Rule: How Much Can You Spend in Retirement?
How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but...
Why Annuities May Be a Safer Bet in 2025
Many people decide to claim their Social Security benefit when they retire. You may be one of...
Why Annuities May Be a Safer Bet in 2025
Many people decide to claim their Social Security benefit when they retire. You may be one of...
Interest in Annuities Is Soaring: Understanding the 2025 Trend
Learn how the market, economy, and demographics are shaping the annuity industry. The annuity...
Annuity Awareness Month 2025: Your Guide to Income Security
Each June, Annuity Awareness Month shines a spotlight on one of retirement’s most...
