Texas Insurance Code § 1115.001-1115.102

INSURANCE CODETITLE 7. LIFE INSURANCE AND ANNUITIESSUBTITLE A. LIFE INSURANCE IN GENERALCHAPTER 1115. SUITABILITY OF CERTAIN ANNUITY TRANSACTIONS SUBCHAPTER A. GENERAL PROVISIONS Sec. 1115.001. PURPOSE. The purpose of this chapter is to require an agent to act in the best interest of the consumer when making a recommendation of an annuity and to require insurers … Continue reading Texas Insurance Code § 1115.001-1115.102

Serenity & Security: Creating Your Florida Retirement Plan

Welcome to the vibrant and diverse state of Florida, where the sun shines bright and the possibilities for a fulfilling retirement are as vast as its stunning coastline. In this haven of opportunity, planning for retirement goes beyond mere savings; it's about strategically navigating a rich tapestry of financial options, each offering unique advantages and … Continue reading Serenity & Security: Creating Your Florida Retirement Plan

Your Florida Retirement Plan: Mitigating Risks & Maximizing Rewards

The financial markets are ever-changing and often unpredictable. They can go from reaching all-time highs to experiencing significant lows due to various factors like economic recessions, unexpected global events, or market crashes. These fluctuations have a profound impact on conventional investment portfolios, which raises concerns for those in the midst of retirement planning. Such market … Continue reading Your Florida Retirement Plan: Mitigating Risks & Maximizing Rewards

Lincoln OptiBlend® Fixed Indexed Annuity

Since 1905, Lincoln Financial Group has helped millions of people find peace of mind while planning their finances, buying insurance, choosing employee benefits and saving through workplace retirement plans. lincoln-optiblendDownload about-lincoln-financial-groupDownload

Florida Annuity Contracts: A Guide To Smart Financial Planning

Purchasing an annuity contract in Florida can be a valuable step towards securing a guaranteed income stream during retirement. This guide includes some of the aspects of annuity contracts including definitions, the role of ratings agencies, and qualified funding sources. Beyond the basics, we will explore topics such as types of annuity payouts, tax considerations, … Continue reading Florida Annuity Contracts: A Guide To Smart Financial Planning

Overcoming 401(k) Losses: Rebuilding A Brighter Retirement In Florida

The recent years have presented numerous challenges for retirement savers, with significant losses incurred in 401(k) accounts. According to the Center for Retirement Research at Boston College, nearly $3 trillion has been wiped out from U.S. retirement accounts in the past two years. Since the end of 2021, 401(k) plan participants have incurred losses of … Continue reading Overcoming 401(k) Losses: Rebuilding A Brighter Retirement In Florida