U.S. Annuity Market Achieves Unprecedented Growth: What It Means for Your Retirement

The U.S. annuity market has demonstrated remarkable resilience and growth, with sales consistently breaking records. A recent report from LIMRA highlights this robust performance, indicating that U.S. annuity sales have surpassed $100 billion for the seventh consecutive quarter [1]. This sustained growth underscores the increasing importance of annuities in modern retirement planning. Record-Breaking Sales Figures … Continue reading U.S. Annuity Market Achieves Unprecedented Growth: What It Means for Your Retirement →

Strategic Annuity Planning: How to Maximize Growth, Security, and Tax Benefits

Many people view annuities as retirement income tools, but they can be so much more. Whether you're a business owner looking to leverage tax advantages, a high-net-worth individual seeking wealth preservation, or simply someone who wants financial security with flexibility, annuities offer a variety of strategic opportunities. This article will explore advanced annuity strategies, tax … Continue reading Strategic Annuity Planning: How to Maximize Growth, Security, and Tax Benefits →

Qualified Retirement Plans: Understanding the “400” Tax Codes in Florida

As you plan for your financial future in Florida, being able to understand the various qualified retirement plans available is incredibly helpful. The Internal Revenue Code (IRC) outlines a wide range of retirement plans, each designated with a unique code. In this overview, we'll explore the spectrum of codes within the "400" range, encompassing a … Continue reading Qualified Retirement Plans: Understanding the “400” Tax Codes in Florida →

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 →

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 →