Many individuals diligently contribute to retirement plans but often wonder if they will have enough to maintain their desired lifestyle once they stop working. Deferred annuities may serve as a valuable resource in retirement planning, offering a mix of insurance and investment benefits to help alleviate these concerns.

Great News for those who are receiving Social Security

A NEW $6000 Deduction

The recently passed One Big Beautiful Bill Act (OBBBA) addresses some tax law uncertainty while creating several benefits impacting your 2025 tax return. One of these benefits is a new $6,000 deduction for seniors. Here is what you need to know

While they’ve been around for decades, fixed indexed annuities (FIAs) saw record-breaking sales of $125.5 billion in 2024, 31% higher than 2023. What makes FIAs popular now? And, more importantly, how do you know if a FIA is right for you? 

FIAs have several features that may be helpful depending on your circumstances, needs and comfort with risk. Here are a few hypothetical situations where people chose a FIA and why the choice worked for them.