Category: Wealth Transfer

Read posts on GetYourAnnuity.com about Wealth Transfer in Florida & Texas.

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 →

Navigating Financial Uncertainty: Leveraging Insurance and Investment Strategies

In today's uncertain economic landscape, building a robust financial plan is imperative. As market conditions fluctuate, inflation rises, and economic policies shift, individuals must reassess their financial strategies. Whether the goal is to secure the future for one's family, optimize investments, or plan for retirement, a thorough understanding of financial products is essential. Life insurance, … Continue reading Navigating Financial Uncertainty: Leveraging Insurance and Investment Strategies →

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 →