Speak with a Registered Agent: 1-866-223-2121

Charitable Gift Annuities Offer Win-Win for Many Retirees

Under the new tax law, many investors are finding that donor-advised funds and qualified charitable distributions are the best option for charitable giving, but there’s another choice that might work best for you. A charitable gift annuity could allow you to to meet philanthropic goals while …

Read more

Annuities and Retirement Planning: The Bucket Approach

When financially planning for retirement, it is just as important to plan on how to efficiently distribute assets as it is to accumulate them. And while each individual’s retirement income plan is as unique as they are, there is one rule of thumb that can …

Read more