Annuity Educational Guides

Downloadables

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Social Security Savvy Workbook
Are annuities taxable page picture of older gentleman look at income tax forms
2021 Tax Reference Guide
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Crisis in Retirment Planning Whitepaper
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Is a Fixed Index Annuity Right for Me?
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The "What ifs" of Retirement
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3 Common Retirement Strategies
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Index Annuity Crediting Strategies
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Rollover Reference table

Videos

Fundamentals of Fixed Annuities (play time: 9 mins 30 seconds)

History vs. Recency | Debunking Retirement Planning Myths (play time: 1 min 21 seconds)

Today's Annuity Rates

Fixed annuities pay a specified interest rate for a set number of years (usually 3 to 10).

Fixed Index Annuities provide upside potential when the markets perform and downside protection from a potential downturn.

Income Annuity Rates

Converts a portion of your retirement savings into an income stream for  your lifetime or a set number of years.

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