Call Today (608) 356-0553

ROLE IN RETIREMENT PLANNING

This week’s article tells us that “Annuities play an important role in retirement planning by helping individuals guard against outliving their assets. In the most general sense, an annuity is an agreement for an entity (generally a life insurance company) to pay...

A COMPLEMENT

“An annuity serves as a complement to other retirement income sources, such as Social Security and pension plans.” One of the reasons is because “all the money you invest compounds year after year without any tax bill from Uncle Sam. That ability to keep every dollar...

FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS It is always important to “get the answers you need to help calculate your path to retirement.” This week’s article goes a long way toward helping you navigate the way by providing information about frequently asked questions you may have...

ONE SOLUTION TO THIS PROBLEM

Did you know that “recent studies put the "retirement income gap," the difference between the amount of money retirees have saved and what they need to maintain their standard of living in retirement, at $7.7 trillion. In addition, retirement savings are subject to...

CONFIDENCE

The Stanford Center on Longevity published an article that I thought you might like to read. While it said “current studies show that individuals’ confidence in the ability to retire comfortably, or to retire at all, are at new lows”, it went on to explain “this is...

INCOME OUTSIDE OF SOCIAL SECURITY AND PENSIONS

With fewer and fewer companies funding retirement plans, “retirees have become dependent on savings that are often inadequate to fund their retirements. Recent studies put the "retirement income gap," the difference between the amount of money retirees have saved and...

AGING IS AN OPPORTUNITY

“Around the world, people are living longer as birth rates decline. As this dramatic shift in global demographics escalates, both public policymakers and the private business sector must reevaluate their long-term strategies. The changing landscape offers significant...

OCTOBER MARKS THE MONTH

Did you know that “October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them.” We thought you might enjoy this week’s article because...

PICK UP WHERE SOCIAL SECURITY LEAVES OFF

Did you know that among the tools that is being promoted as trying to give Americans a better shot at a more secure retirement are Fixed Index Annuities. At its simplest, an annuity is something you buy with a sum of money in exchange for a monthly check for the rest...

HAVING YOUR CAKE AND EATING IT TOO!

I thought you might be interested in this week’s article because it mentioned a goal that I have been hearing more and more people mention in recent weeks. The author asks if you are seeking “a guaranteed minimum rate of return that never varies regardless of market...

FEATURED ARTICLES

one_small

One

Educate Yourself

Learn More
two_small

Two

Understand the Basics

Learn More
three_small

Three

Who's who in a Fixed Index Annuity

Learn More
four_small

Four

Understand the Benefits

Learn More
five_small

Five

Tax Deferral

Learn More
six_small

Six

Indexed Interest Potential

Learn More
seven_small

Seven

Protection Benefits

Learn More