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Annuities

Insurance agent showing the benefits of fixed index annuities

What Sets Fixed Index Annuities Apart From Other Annuities?

by Jen Trowbridge

Have you been wondering what makes fixed index annuities different from other annuities? If you’ve been doing some research on this, chances are …

Read moreWhat Sets Fixed Index Annuities Apart From Other Annuities?
fixed index annuities and other important items

IUL vs Fixed Index Annuities: When to Use Each

by Jen Trowbridge

The median accumulation of retirement savings is recorded as $65,000. Many valuable retirement income strategies rely on careful planning and making …

Read moreIUL vs Fixed Index Annuities: When to Use Each
Roth conversions

Are Roth Conversions Allowed in 2021?

by Jen Trowbridge

Want to have better control of your taxes? And keep more of your Social Security benefits in retirement?   If so, Roth …

Read moreAre Roth Conversions Allowed in 2021?
income planning = savings

5 Helpful Income Planning Tips That Everyone Should Know

by Jen Trowbridge

About 31% of Americans across different age groups say they could not cover their expenses for a month without their job. No matter what your age you …

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fixed indexed annuity

A Beginner’s Guide to Fixed Index Annuity

by Jen Trowbridge

Have you wondered if you will have enough money to quit your job one day? A staggering 64 percent of Americans are not prepared to retire!  If …

Read moreA Beginner’s Guide to Fixed Index Annuity
Money Used to Pay Healthcare Costs

Healthcare Costs: The Top Uncertainty for Retirees

by Jen Trowbridge

If you’ve ever dealt with a serious illness or have been a caregiver for family members, you know the importance of thinking ahead about healthcare …

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Annuitieis Debunking the Myth

Debunking Annuity Myths

by Jen Trowbridge

Plot a course for your dream retirement by learning the truth about annuities and the role they can play in your portfolio. If you’ve searched the …

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Annuities Provide Retirement Income

Outliving Your Income

by Jen Trowbridge

Considering retirement? Most people fear the very real possibility of outliving the money they’ve worked so hard to save. Making sure your money lasts …

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Woman Buying Annuities

3 Reasons Why Economists Recommend Buying Annuities Early

by Jen Trowbridge

Most economists recommend buying annuities at the moment you retire (if not sooner). But, this suggestion doesn’t appeal to most people, …

Read more3 Reasons Why Economists Recommend Buying Annuities Early
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