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Annuity

Annuities help people save for their retirement

Do you have enough protected income for retirement?

Avoid the fixed income trap -- which means no wiggle room for an opportunity or challenge that life throws at you during retirement. Set up protected income instead.
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Have You Done Enough to Protect Your Income from Market Downturns?

When the time comes to take income, our annuities can also create a lifetime income stream that can never go down or run out.
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Do You Have a Plan for Long-Term Care?

More than two-thirds of people over age 65 will need some type of long-term care. How do you fund a plan? Long term care insurance? Self funding? Learn your options.
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Neon Quiz Graphic

What do you know about annuities? Take this quiz

What do you know about annuities, the often maligned financial product that can do things other retirement tools can't? Take this quiz to test your knowledge.
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Fixed rate annuities help you achieve financial goals

Achieve multiple retirement goals using one product

Fixed rate annuities are a time-honored way of helping to lessen uncertainty in a retirement plan.
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Leave a lasting legacy without risking reliable retirement income

Leave a lasting legacy without risking reliable retirement income

You can leave a gift and have reliable retirement income, the best of both, when you use a charitable annuity.
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Older couple reviewing their Med Supp paperwork and calculations

Federal law changes 2020 RMD requirement

New CARES Act eliminates 2020 requirement for individuals 70 and a half years of age to take a Required Minimum Distribution from their retirement accounts
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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Near retirement? How to manage a financial storm

Turbulent markets are a signal that you need to be diversified in a way that some of your money is protected.
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New 2019 IRA contribution deadline

Gov’t extends IRA contributions deadline – What this means for you

Government extends IRA funding deadline to July 15, providing owners more time to make contributions affecting 2019 tax footprints.
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