Navigating Peak 65: How Annuities Help Secure & Protect Retirement Income

If you're turning 65 around now, in 2025, you're part of a historic demographic wave dubbed "Peak 65." More Americans are reaching traditional retirement age than ever before. But this milestone arrives during a period of significant economic crosscurrents – persistent market volatility, nagging inflation concerns, and the continued decline of traditional pensions can understandably … Continue reading Navigating Peak 65: How Annuities Help Secure & Protect Retirement Income →

LIMRA: 2024 Annuity Sales Shatter Records

In a year marked by market uncertainty, demographic shifts, and a growing demand for guaranteed income, annuities emerged as a clear winner. According to LIMRA’s latest report, total U.S. retail annuity sales soared to $434.1 billion in 2024, setting a new all-time record and reflecting a 13% increase from the previous year. This is the … Continue reading LIMRA: 2024 Annuity Sales Shatter Records →

Estate Planning With Annuities In Florida

Estate planning is the process of preparing for the management and distribution of a person's assets after their death. It can be an important consideration for individuals in the state of Florida, as it can help protect against potential risks and ensure that their assets are distributed according to their wishes. One tool that can … Continue reading Estate Planning With Annuities In Florida →

3 Keys To Income Planning + Retirement Worksheet

Commonly asked income planning questions include: How do we know we'll actually have enough? What steps are needed to creating steady income? What sources will the income be coming from? The 3 keys provide important information on the differences between PROBABLE INCOME GENERATION and PROTECTED INCOME GENERATION. 3-keys-to-income-planningDownload More and more Americans are concerned they'll … Continue reading 3 Keys To Income Planning + Retirement Worksheet →