Annuity sales reached an extraordinary $432.4 billion in 2024, reflecting a 12% increase from the previous year and solidifying three consecutive years of record-breaking growth. This remarkable rise highlights how […]

Many people question whether annuities can be part of their retirement strategy. Annuities, after all, seem quite appealing because they come with numerous tax advantages. The fewer taxes you pay, […]

In many ways, planning for retirement feels as meaningful as the achievement itself. There are several excellent ways to maximize your retirement savings, and fixed index annuities (FIAs) are one […]

Retirement is a milestone that many Americans approach with a mix of excitement and trepidation. According to Gallup, 42% of non-retired U.S. adults are very worried about not having enough […]

A nonqualified deferred annuity (NDA) is a flexible type of retirement planning tool that enables you to grow your wealth through tax-deferred strategies. You purchase them with after-tax dollars, and […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]