Desire for safety and fear of markets’ relapse incent retirees to add annuities to their portfolios

Index-based annuities offer growth potential, loss protection and customization suitable for qualified retirement plans.

Longevity is the #1 Risk in Retirement

Do It Yourself Retirement Planning Can Be Dangerous

Many investors Appear Unaware of the Fees Associated with Their Funds

Stable Interest Rates Does Not Equal Financial Stability

Experts Attempt to Anticipate Market Disruptions As Clients Determine Their Risk-Tolerance

The 4% Withdrawal Rule Died With Market Volatility & Longevity

Used Correctly Cash Value Life Inusrance Can Add Significant Value to Your Retirement Plan

The Tax Advantages and Economic Leverage of Life Insurance May Be the Optimal Way to Transfer Wealth

A Risk-Tolerance Test Help Determine the Investment Suitable for You

Managing Taxes with Non-Qualified Monies in Retirement Increases Cash Flow

Living Longer Is Affecting the Price of Mortality Products

Calculating the Human Value of Lifetime Earnings

The Pursuit of Happiness in Retirement is the Overall Goal of Retirees

Assisted Home Living Is Now the Target Market for Long-Term Care

Create Financial Security with Guaranteed Lifetime Income

The Power of Your Purchasing Dollar Devalued

In Retirement Planning, Everything Is Correlated

Most Seniors Need a Track to Run On In Retirement