Athene Annuity & Life Company

Athene Annuity & Life Company emerged from the collaborative vision of seasoned leaders: James Belardi, who steered SunAmerica Life Insurance Company and currently leads Athene Holding Ltd., along with Chip Gillis, former chief of Bear Stearns’ Insurance Solutions Group and past CEO of Athene Life Re Ltd., and Apollo Global Management. From its humble beginnings … Continue reading Athene Annuity & Life Company →

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 →

Planning for Tomorrow: Navigating Section 457 & 457(b) Retirement Plans

Are you an employee of a state or local government, or perhaps working for a tax-exempt organization? If so, you may have heard about Section 457 and 457(b) retirement plans. These plans offer unique opportunities for deferred compensation and tax-advantaged retirement savings. In this article, we'll explore their features, benefits, and considerations for savvy retirement … Continue reading Planning for Tomorrow: Navigating Section 457 & 457(b) Retirement Plans →

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 →

Florida Retirees: You’ll Never Outlive Your Money With Annuities

The dream of retiring in Florida, with its comfortable climate and abundant leisure opportunities, is a reality for many. Yet, alongside this appealing lifestyle, retirees and those nearing retirement endlessly face an ever-changing and sometimes devastating financial challenge: the risk of outliving their savings. This concern for many in Florida, a state that not only … Continue reading Florida Retirees: You’ll Never Outlive Your Money With Annuities →

Florida Annuity FAQs: Longevity, Inflation & Market Risk

Retirement planning is not a one-size-fits-all process. It requires careful consideration of various factors, such as your goals, lifestyle, health, and income sources. But it also requires you to be prepared for the uncertainties and challenges that may arise in the future, such as longevity, inflation, and market risk. GetMyAnnuity.com Florida License #W806030 - Florida … Continue reading Florida Annuity FAQs: Longevity, Inflation & Market Risk →

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 →