Insights for Life

  
 
  

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A husband and wife in their late 60s walk off a pickleball court enjoying their retirement hobby.

Building Reliable Retirement Income with Annuities

Picture your first day of retirement, realizing that your last paycheck has already come and gone. Now, making sure you have a steady monthly income…

April 1, 2026  | read icon 8 min read

A husband and wife enjoy their retirement while hiking alongside a scenic creek view.

How Does an Annuity Work for Retirement?

Planning for retirement means more than just saving. It’s about making sure you have a steady income that lasts as long as you do.

January 5, 2026  | read icon 7 min read

A retired husband and wife look at a laptop screen in their home reviewing their annuity information.

Rethinking Your Retirement Strategy: What is an Indexed Annuity?

For years, you may have relied on less volatile products to be a foundational part of retirement portfolios, offering income and a sense of stability.…

November 25, 2025  | read icon 6 min read

A husband and wife in their 60s walk off a paddleboard court after finishing a game with their arms around each other smiling.

Understanding the Taxation of Annuity GLWB Withdrawals

Annuities are popular financial products that provide a steady income stream, often used as part of retirement planning. One feature that can be added to…

April 15, 2025  | read icon 7 min read

A husband and wife in their late 50s meet with their financial professional to discuss retirement strategies, including asking what is a market value adjustment?

What is a Market Value Adjustment?

Market Value Adjustments are financial mechanisms applied to certain insurance and investment products, particularly during the early years of a contract. An MVA is a…

July 30, 2024  | read icon 7 min read

A retired couple meets with their financial professional to discuss the benefits of tax deferral in their financial strategies.

The Benefits of Tax Deferral

We’re probably all aware that we should save more for retirement. Fortunately, there is a full spectrum of retirement savings vehicles to choose from.

November 15, 2023  | read icon 5 min read

Older woman sitting on a bike looking at her phone.

Will You Have Enough Money for Retirement?

Compared to earlier generations, you can expect to live a longer, healthier life. That means the money you have for retirement needs to last longer…

June 13, 2023  | read icon 6 min read

A husband and wife enjoy their retirement together on a beach because they planned well with an annuity indexing strategy.

How An Annuity Indexing Strategy Helps with Volatility 

Retirement can be as exciting as traveling the world or as relaxing as spending a day on the beach. Whatever your vision is, it takes…

February 28, 2023  | read icon 7 min read


  
 
  

Showing 1-8 of 9