Do you know what annuities are? Could you explain them in simple terms and accurately be able to demonstrate your knowledge of them in the real world? It’s okay if your answer is “no” because ChatGPT ...

@2024 - All Right Reserved.

Designing an optimal retirement income plan for a client is not easy. A myriad of uncertainties and risks must be addressed, directly or indirectly, and a significant body of research exists on the ...

Life insurance policies and annuities are both tools that help ensure future financial security. While they have some similar characteristics, there are also some important differences. Understanding ...

Retirement can be one of the most rewarding periods of your life, but if you have financial insecurity, retirement can feel stressful. One way that some people try to reduce risk and enjoy retirement ...

Retirements are longer and less predictable. The traditional “guaranteed income” foundation is gone. Enter, lifetime income.