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

Texas-Sized Security: A Guide to Comparing Fixed & Indexed Annuities

Securing your financial future in Texas begins with a well-defined retirement plan, and Texans have a unique opportunity to leverage fixed and indexed annuities to secure their golden years. These annuity types offer a blend of guaranteed income, tax advantages, and flexibility, catering to those seeking a predictable financial future. Embrace retirement with confidence. Discover … Continue reading Texas-Sized Security: A Guide to Comparing Fixed & Indexed Annuities

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

Create a Secure Financial Future: Understanding Annuity Regulations in Texas

Welcome to the diverse and dynamic financial landscape of Texas, where opportunities for securing your financial future are abundant. Among the many types of investment options available to consumers, annuities stand out as reliable products for long-term stability and security. However, making informed decisions about annuities requires understanding the regulatory framework that governs them. Whether … Continue reading Create a Secure Financial Future: Understanding Annuity Regulations in Texas

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

Building Retirement Confidence: How 412(e)(3) Plans Provide Security

For secure retirement planning, business owners and employers often seek out efficient and safe methods to provide for their employees' futures while maximizing tax advantages. One avenue that garners attention is the 412(e)(3) pension plan, a specialized type of defined benefit plan backed by guaranteed insurance contracts. In this comprehensive article, we'll examine 412(e)(3) plans, … Continue reading Building Retirement Confidence: How 412(e)(3) Plans Provide Security

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

Securing Stability in Uncertain Markets: The Benefits of Fixed and Indexed Annuities

Navigating the current economic environment, characterized by its unpredictability and fluctuating markets, can be a challenging task for investors. The quest for stable, reliable investment options has never been more essential. In this scenario, fixed and indexed annuities emerge as particularly compelling choices. These financial instruments not only offer the contractual guarantee of security in … Continue reading Securing Stability in Uncertain Markets: The Benefits of Fixed and Indexed Annuities