Resource Library
Indexed Annuity "Credit Rate" Explanation
If you want to understand how Indexed Annuities credit interest rates to your account value based on stock market gains, but without stock market losses, watch this short video to learn how the money in a retirement insurance contract is managed and protected.
FIA Reset Explanation
If you want to understand how Indexed Annuities can preserve and protect the interest rate accumulations based on stock market gains, and actually benefit from market volatility, watch this short video to learn how the "point to point reset" is one of the most important features of a retirement insurance contract.
Video: Index Annuity 101
Discover how index annuities work, including how they protect your money from market loss while offering potential for growth tied to a market index. Learn the basics in simple terms.
IRA Annuity
Explore how an annuity inside your IRA can offer tax advantages, income guarantees, and market protection to strengthen your retirement portfolio.
Annuity Exchange
Learn the ins and outs of exchanging one annuity for another using a 1035 exchange, including how to avoid taxes and improve benefits in the process.
Annuity Explanation
If you have questions or concerns about the protection of your money in any type of life insurance or annuity contract,.
Retirement Savings Risk
Uncover the biggest risks facing your retirement savings today, and how certain strategies, like annuities, help reduce those threats.
Monetary Devaluation
Examine how inflation and government policy can erode the value of your savings, and what you can do to protect your purchasing power long-term.
Roth Conversion
Understand the benefits of converting a traditional IRA or annuity into a Roth, including tax-free growth and better income planning for retirement.