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Forty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.1
1 AARP, 2008

Will you outlive your retirement income?  How much liability insurance should you have? Should you add stocks to your portfolio?  Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.  Simply click on one of the newsletter topics below to read the article in its entirety.

Before implementing any strategy discussed herein, you should consult with your own financial, tax, and/or legal advisors to determine its applicability in light of your own situation.

Most insurance policies and annuity contracts contain exclusions, limitations, reductions of benefits, surrender charges and terms for keeping them in force. Your representative can provide you with costs and complete details.

The information contained in this article is not intended to (and cannot) be used by anyone to avoid IRS penalties. These articles supports the promotion and marketing of this [life insurance, annuity, long term care, disability, pension, etc. You should seek advice based on your particular circumstances from an independent tax advisor.


  • October

    Quick Facts - October 2009
    Information about Retirement, Long Term Care and the Mature Markets

  • September

    Insurance for Your Whole Life
    If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

    Variable Annuities Add Guarantees
    Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

  • August

    The Long Road Ahead
    The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.