Annuities

What Is a 1035 Exchange?

What Is a 1035 Exchange?

Rebecca Mack2023-04-10T14:53:05+00:00April 10th, 2023|Annuities, Financial Planning, Insurance|

According to the most recent information available, Americans have individual life insurance with a total face value of $12.4 trillion.1 Due to a variety of factors, these individuals may find themselves in circumstances where the specific life

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Rebecca Mack2021-06-04T05:21:47+00:00June 4th, 2021|Annuities|

Despite not being as well known as some other retirement tools, annuities account for 8% of all assets earmarked for retirement. With about $2.3 trillion in assets, annuities hold more funds than Roth IRAs.1 An annuity is

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