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May 25, 2026
Immediate Needs Annuity Quote
An immediate needs annuity quote usually means you need income to start within one year, which points to a Single Premium Immediate Annuity.
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Immediate Needs Annuity Quote
An immediate needs annuity quote usually means you need income to start within one year, which points to a Single Premium Immediate Annuity.
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Article
What States Do Not Tax Retirement Income and Social Security?
Some states do not tax retirement income, and more than 40 do not tax Social Security, but taxes should not be the whole retirement plan.
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What Is the Most Widely Used Source of Retirement Income?
Social Security is the most widely used source of retirement income, even though it was originally designed as supplemental income.
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April 29, 2020
The Do’s and Don'ts of Taking a 1035 Exchange for a Test Drive
There's only one reason that someone would 1035 exchange their policy. It's if the policy that they're going into is better contractually than the one that they're leaving. It's that simple.
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April 29, 2020
Annuity Rates – What Are They?
To answer that question, I need to know some information. First, you're going to have to tell me what you're trying to achieve and then we're going to get to the specific product types.
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