Optimizing Wealth Transfer: Strategies for Estate Planning Under Tax Reform

The federal estate tax exemption stands at an unprecedented high, but impending changes loom on the horizon. Enacted in 2017, the Tax Cuts and Jobs Act (TCJA) doubled the federal estate tax exemption from $5 million to $10 million, adjusted for inflation. As of 2023, the per-person federal estate tax exemption has soared to $12.92 … Continue reading Optimizing Wealth Transfer: Strategies for Estate Planning Under Tax Reform →

NAIC: Supporting Insurance, Regulators & Public Interest

The National Association of Insurance Commissioners (NAIC) is a regulatory support organization created to assist state insurance regulators in effectively regulating the insurance industry in the United States. Founded in 1871, the NAIC acts as a forum for collaboration among state insurance regulators, facilitating the development of uniform policies and regulatory standards. Its primary functions … Continue reading NAIC: Supporting Insurance, Regulators & Public Interest →

Retirement Readiness: Building A Resilient Portfolio With Annuities

Preparing for retirement stands as one of the most important endeavors for an individual. It's a journey that requires not only foresight but also an understanding of the various financial instruments available. Among these, annuities emerge as a key option, offering unique benefits and security for your post-retirement years. But what exactly are annuities, and … Continue reading Retirement Readiness: Building A Resilient Portfolio With Annuities →

Terms That Will Empower Your Florida Retirement & Estate Planning Goals

As you navigate the maze of planning your personal finances in Florida, you'll encounter a variety of terms and concepts that are important to understand. For Any Questions About Annuities In Florida Call (772) 410-4786 1. Elder Law: Elder law is a legal practice area that focuses on issues affecting older individuals, such as estate … Continue reading Terms That Will Empower Your Florida Retirement & Estate Planning Goals →

Exploring Roth IRA Annuities: Florida Retirement Income Strategies

Florida is well known for having thriving retirement communities, and has long been a haven for those seeking an ideal retirement destination. With a significant and influential senior population exceeding 5 million residents aged 65 and older in 2020, the state's appeal for many is undoubtedly evident. According to the latest data from the U.S. … Continue reading Exploring Roth IRA Annuities: Florida Retirement Income Strategies →

Beyond Retirement Planning: Guaranteed Lifetime Income + Ensuring A Lasting Legacy

Retirement planning is something people everywhere can relate to. It's about making sure you have enough money to enjoy your later years without any financial stress. Plus, many of us want to leave something valuable for our loved ones or a good cause after we die. But retirement planning can be complex. The financial world … Continue reading Beyond Retirement Planning: Guaranteed Lifetime Income + Ensuring A Lasting Legacy →

Columbus Life Insurance Company

Columbus Life Insurance Company, part of the Western & Southern Financial Group, Inc., boasts a remarkable history dating back to its founding as Columbus Mutual in 1906. The company provides a comprehensive portfolio of life insurance and annuity products, delivered through a network of over 7,000 independent financial professionals. These professionals, dedicated to helping individuals … Continue reading Columbus Life Insurance Company →

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

Safeguarding Tomorrow: The Top 5 Reasons For Embracing Life Insurance

Life insurance is far more than just a contractual arrangement with an insurance company; it embodies an investment in what lies ahead, a shield against life's uncertainties, and a testament to the enduring care we hold for our loved ones. Beyond its contractual nature, life insurance is a commitment to the future, an assurance that … Continue reading Safeguarding Tomorrow: The Top 5 Reasons For Embracing Life Insurance →

Sun, Sea, Security: Life Insurance Essentials For Floridians

Imagine a life where your loved ones are financially safeguarded, where their dreams can continue to blossom, and their aspirations remain attainable, irrespective of the unexpected challenges life may throw their way. With a well-thought-out life insurance plan, this vision can become a reality. Beyond mere numbers and policies, life insurance is a heartfelt promise, … Continue reading Sun, Sea, Security: Life Insurance Essentials For Floridians →