Mortallity Credits

Mortality Credits Get ‘Em While They’re Hot!

Retirement today is much different than it was for your clients’ parents and grandparents. Gone are the days of the shiny gold watch and the guaranteed corporate pension. ...
GoGo Years

The 3 Distinct Phases of Retirement

Most of our clients don’t normally wake up and think, “Hmmm, I think I’ll purchase some long-term care insurance today.” It’s just not on the top of everyone’s ...
The Annuity Advantage

The Annuity Advantage: Why Income Annuities are Built for today’s Market

“Fed’s Low Interest Rates Crack Retiree’s Nest Eggs” This was the headline of a Wall Street Journal article in April 2011. It was the tipping point for me. I had ...