Retirement Planning
6 Annuitization Payout Options & How They Work
What is Annuitization and How Does it Work? Annuitization is the distribution phase or “Pay-Out” phase of an annuity. Annuitizating
How Much Money Do I Need to Retire?
How Much Do I Need to Retire? If you are approaching retirement you’ve likely asked, “How much money do I
FINANCIAL SERVICES INDUSTRY ORGANIZATIONS
An extensive directory of all major financial services industry organizations, including addresses, phone numbers, websites, and NID numbers.
How to Retire Like a Millionaire with $500,000
Learn how to retire like a millionaire with $500,000 utilizing an annuity strategy as a portion of your retirement income portfolio.
JourneyGuide Retirement Planning Calculator
Journey Guide: A Holistic Retirement Planning Calculator If our Retirement Planning Calculator was a car the JourneyGuide would be a
Compound Interest Calculator
How to Use a Compound Interest Calculator Compound (compounding) interest plays a very important role in financial planning. Our compound
What is my Social Security Full Retirement Age?
What is my Full Retirement Age? To begin planning your Social Security withdrawal strategy you will need to know your
How Much Life Insurance Do I Need?
How Much Life Insurance Do I Need Estimator There is no way to determine exactly just how much life insurance
Premium Finance Insurance | 5 Keys to Make it Work
Understanding Premium Finance Insurance Regardless of what you may have heard or think about premium finance insurance, it doesn’t have
Immediate Annuity Payouts
How Much Do Immediate Annuities Pay in 2021 A $100,000 Immediate Annuity would pay $449 monthly assuming you buy the
How Much Does a $500,000 Annuity Pay Per Month?
How Much Does a $500,000 Annuity Pay Per Month? A $500,000 annuity would pay you $2,396 per month if you
C-Corp Business Owners: Maximize Retained Earnings
If you are a C-Corporation business owner and would like to better utilize your retained earnings this guide is for
Are Annuities a Good Investment for Retirement in 2022?
Are Annuities a Good Investment for Retirement Today? You have likely made contributions into a 401(k) or an individual retirement
How to Protect Your Portfolio from Sequence of Returns Risk
Sequence of returns risk is simply the risk of your retirement portfolio suffering negative market returns during the years just before or just after you retire.
IRS Extends Tax Deadline to May 17, 2021
Tax Deadline extended from April 15, 2021, to May 17, 2021
Retirement Research and Studies
Annuity Resources
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Complete your annuity application electronically.
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Annuity Quotes
Get a fixed, income or fixed index annuity quote online.
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Annuity Calculators
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