Indexed Annuity Insights

14
Jun

Father’s Day and the Gift of Retirement Readiness

Father’s Day and the Gift of Retirement Readiness Our executive director, Jim Poolman, shares his thoughts on fatherhood and retirement to celebrate Father’s Day.  This weekend, millions of dads around the world will be celebrated by those who appreciate and depend on them. It’s a beautiful moment to remember not just the reward, but also the responsibility that accompanies fatherhood.

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4
Jun

Retirement Policy Snapshot: What’s Happened So Far in 2019?

Retirement Policy Snapshot: What’s Happened So Far in 2019? This year has been an exciting time for retirement policy: Just over the horizon sit several potential updates to the laws governing how Americans plan for life after work. In May, the House of Representatives passed the most significant piece of retirement legislation in more than a decade, and currently, a

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7
May

10 Myths About Annuities You Shouldn’t Believe

10 Myths About Annuities You Shouldn’t Believe While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement portfolio, it’s important to separate misconceptions from reality. Here, we’re busting 10 myths

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19
Apr

Financial Literacy Month: Five Resources to Jumpstart Your Retirement Planning

Financial Literacy Month: Five Resources to Jumpstart Your Retirement Planning April is financial literacy month and a reminder to examine your personal finance habits. A key element of financial literacy is how well-prepared you are for retirement. Unfortunately, few Americans are looking forward their post-working years. Our 2017 survey found nearly 90 percent of us are not very confident in

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10
Apr

Two Tax Questions to Ask Yourself About Retirement Planning

Two Tax Questions to Ask Yourself About Retirement Planning Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from whether you can deduct your account contributions to which tax

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18
Mar

NCPW: How planning for retirement can be empowering, not frightening

NCPW: How planning for retirement can be empowering, not frightening March celebrates National Consumer Protection Week (NCPW), a time to help people understand their consumer rights and make well-informed decisions about money. No matter your age, some of the most important financial decisions you will ever make relate to retirement. With U.S. adults living longer—and thus spending more time in

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7
Mar

National Women’s History Month and the State of Retirement Preparedness for Women

National Women’s History Month and the State of Retirement Preparedness for Women National Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change makers – from Congress to financial services. In addition to driving change around women’s rights, many women in leadership are

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28
Feb

How the New Political Landscape Impacts Retirement

How the New Political Landscape Impacts Retirement Last year, our study on the state of America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement plan from their employer. This leads to

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14
Feb

Love Retirement & Spread #annuitylove

Love Retirement & Spread #annuitylove Valentine’s Day is the celebration of love around the world. It is a chance to celebrate the joy found in companionship, in a family, in friendship, a social group, or even retirement. Retirement is a well-deserved reward after years of hard work in the workforce. Everyone’s idea of retirement is different. Some are most looking

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1
Feb

Stock Market Uncertainty? A Fixed Indexed Annuity Can Help Put You at Ease

Stock Market Uncertainty? A Fixed Indexed Annuity Can Help Put You at Ease A crystal ball into the stock market’s performance – wouldn’t that be useful! While predicting market performance to-a-t is not possible, you can help protect your savings by preparing for market uncertainty. Market Uncertainty Heightens This past December marked the worst decline for stocks since the financial

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