Navigate Your Retirement with Confidence.
Maximize your contractual annuity guarantees and benefits with unbiased, expert education and resources.
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Are You Leaving Money on the Table?
Annuity contracts can be complex, leading many adults to underutilize their built-in income riders and guarantees. We provide the neutral, transparent guidance you need to understand and maximize the benefits you've already paid for.
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Your Guide to Annuity Types and Guarantees
Gain Confidence. Meet Our Experts.
We're a team dedicated to transparency and education. We believe that understanding your options is the first step to making smart financial decisions.
John David Boutte
Educator & Annuity Specialist
Moritz Loehr
Educator & Annuity Specialist
Connor Luevano
Educator & Annuity Specialist
Ted Foster
Educator & Annuity Specialist
Shannon Martini
Client Success Manager
Latest Insights & Expert Articles
5 Retirement Planning Mistakes Pre-Retirees Make (and How to Avoid Them)
Avoid costly retirement mistakes. Learn the 5 most common pitfalls pre-retirees make and how to protect your nest egg for a secure future. ...more
Retirement
January 26, 2026•4 min read
The Retirement Red Zone: Protecting Your Money in the 5 Years Before and After Retirement
Learn why the “Retirement Red Zone” is the most financially vulnerable period of your life- and how to protect your savings from market loss, taxes, and timing risk. ...more
Retirement
December 22, 2025•4 min read
Fixed Indexed Annuity Pros and Cons: Is the FIA the Right Hybrid for Your Retirement?
For many pre-retirees, the primary anxiety is finding the right balance: the security of guaranteed principal protection combined with the necessity of growth to keep pace with inflation ...more
Retirement ,Social Security
December 09, 2025•4 min read
Retire with More: Why Annuities Can Safely Beat the 4% Rule and Maximize Your Paycheck
For decades, the standard wisdom for retirement withdrawals has been the 4% Rule. While simple, the 4% Rule has significant weaknesses in today's environment... ...more
Retirement
December 09, 2025•4 min read
Immediate vs. Deferred Annuities: Which Path is Right for Your Retirement Income?
New Blog Post Description ...more
Retirement
December 09, 2025•3 min read
“Will I Run Out of Money in Retirement?” The 3 Key Variables
Worried about outliving your savings? We break down the three biggest risks to your retirement—longevity, inflation, and volatility—and show you exactly how to stress-test your plan against them. ...more
Retirement
December 09, 2025•6 min read