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Annuity Sales Are Surging. Do You Know What They Are?
We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June!
In the first quarter of 2024, U.S. annuity sales were $106.7 billion, the highest first quarter total since the 1980s, when LIMRA first started tracking annuity sales. Despite these high sales numbers, research indicates that many people don’t really know what […]
5 Things You Need To Know About Retirement
Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s Financial Literacy Month, we thought it would be the perfect time to discuss some things you need to know.
There’s an old saying that goes something like, “What you don’t know can’t hurt you.” You might have even used it, maybe when you came home past […]
5 Reasons Financial Planning Is Important For Women
It’s Women’s History Month! Let’s go over why financial planning is important for women.
While there’s little doubt women have taken major strides professionally and socially over even the past few years, it’s still all too common for them to be left out of the financial discussion. Whether that happens on their own accord or because they simply become an afterthought […]
Why Long-Term Care Is An Important Part Of A Financial Plan
It’s National Long-term Care Awareness Month, so it’s the perfect time to discuss the importance of preparing for the potential need for care.
Financial planning can be a complex process, especially for those looking for a comprehensive plan that accounts for every aspect of their life. That comprehensive plan traditionally includes budgeting, investing, tax-mitigation, estate planning, and as you get closer […]
Why Estate Planning Is About More Than Money
October is National Estate Planning Awareness Month! Here’s how the right plan can help you protect your family.
Estate planning is only for the extremely wealthy. I don’t have enough assets to need a will. My family will figure it out. Things will sort themselves out. I’m way too young to start thinking about a legacy plan. Making an estate plan […]
6 Key Features Of Indexed Universal Life Insurance
Indexed universal life insurance is a type of permanent life insurance that offers different benefits to policyholders. Here is what you need to know!
Traditionally, life insurance has been one of those assets someone might hold but hope they never have to use. Often crafted to protect from the worst-case scenario, it’s most known for the death benefit it can offer […]
