Annuities News

2024 Annuity Tax Guide

Get your copy of the 2023 Tax Guide below.

New MYGA Great Rates

Are your clients missing out? Simple annuities offer consistent returns on the original investment, while compounding annuities amplify earnings over time by adding interest to interest.

2023 Annuity Tax Guide

Get your copy of the 2023 Tax Guide below.

Annuity Awareness 101

If you’re interested in guaranteed income for as long as you need it – an Annuity option is the way to go. Retire with confidence and security!

New MYGA Great Rates

New MYGA Great Rates

Are your clients missing out? Simple annuities offer consistent returns on the original investment, while compounding annuities amplify earnings over time by adding interest to interest.

read more
Annuity Awareness 101

Annuity Awareness 101

If you’re interested in guaranteed income for as long as you need it – an Annuity option is the way to go. Retire with confidence and security!

read more
2024 Annuity Tax Guide

2024 Annuity Tax Guide

Get Access To The 2024 Tax Guide At-A-Glance. Updates include: Tax Brackets Social Security Benefits Receiving RMD’s Beneficiary IRA Guidelines Toolbox Homepage Download the 2024 Tax and Required Minimum Distribution Guide Interested in learning more about the...
New MYGA Great Rates

New MYGA Great Rates

Get your clients the returns they need and deserve! Are your clients missing out? Simple annuities offer consistent returns on the original investment, while compounding annuities amplify earnings over time by adding interest to interest. It’s the key difference...
2024 Annuity Tax Guide

2023 Annuity Tax Guide

Get Access To The 2023 Tax Guide At-A-Glance. Updates include: Tax Brackets Deductions Social Security Taxation Gift Tax Exclusions Download the 2023 Tax and Required Minimum Distribution Guide Interested in learning more about the Annuity Tax Guide? Fill out the...
Annuity Awareness 101

Annuity Awareness 101

What is an Annuity? An annuity is a long-term, tax-deferred insurance contract or investment designed for retirement. This means you don’t start paying taxes on any earnings until you start receiving payouts.  It allows you to create a fixed or variable stream...