January 2024

Maximize fixed index annuity returns

How to Maximize Returns with a Fixed Index Annuity (FIA)

Are you leveraging your fixed index annuity (FIAs) to its fullest potential? This article addresses the savvy financial moves that can help you optimize returns. Summary Need help choosing the best fixed index annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to speak with an annuity specialist. Watch

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Annuity Death Benefits: How are they taxed?

How Are Annuities Taxed At Death? (Annuity Death Benefits & Taxation)

If you’re inheriting annuity death benefits, understanding the tax implications is essential. In this article, you’ll learn how annuity death benefits are taxed, whether you’re a spouse or non-spouse beneficiary, and no matter the type of annuity involved. Summary Need help choosing the best type of annuity for your unique situation? Have questions about getting

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