Why Your Retirement Needs a Volatility Buffer in 2026
Protect your $250k–$1.5M nest egg from market crashes. Learn how a Fixed Indexed Annuity (FIA) provides a 0% floor, guaranteed income, and an AUM-fee alternative. ...more
Lifetime Income
January 10, 2026•1 min read
Executive Benefits for High Earners: Advanced Compensation Strategies Beyond the 401(k)
This blog post explores how business owners can use Executive Bonus Arrangements funded by life insurance to reward and retain top-tier talent. It breaks down the tax advantages for employers, such as... ...more
Tax Discipline
January 06, 2026•3 min read
Tax-Free Wealth Transfer: Life Insurance as the Ultimate Legacy Tool
Estate Preservation: How insurance creates an immediate, tax-free pool of capital to cover estate taxes and protect family assets from being liquidated. Tax-Advantaged Growth: A look at the "Tax-Adva... ...more
Tax Discipline
December 20, 2025•2 min read
The RMD Tax Trap: How Unplanned Withdrawals Can Ruin Your Retirement Introduction: The Savings Success That Becomes a Problem
New Discover how Required Minimum Distributions (RMDs) can trigger a "tax bomb" in retirement by pushing you into higher tax brackets and increasing Medicare premiums. This guide explains the hidden c... ...more
Tax Discipline
December 20, 2025•2 min read
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Guarantees Disclaimer : Any guarantees mentioned regarding insurance products are based solely on the claims-paying ability of the issuing insurance company. We are insurance professionals dedicated to helping you achieve financial stability in retirement. We are not licensed financial advisors, investment advisors, or attorneys. We offer educational information regarding insurance solutions, specifically annuities and life insurance products (IUL). We do not provide tax or legal advice. Consult with a qualified tax professional (CPA) or legal counsel for guidance regarding your specific tax and legal situation