What Is Our Single-Most Important Concern About Your Retirement?

Life Cycle Planning | News | Retirement Planning | Useful Tips & Information

The Value of a Professional’s Advice

Professional Advisors Vital to Financial Health. Make no mistake about it. The research continues to confirm that getting advice from professionals is beneficial in every…

Articles | Guaranteed Income Solutions | Indexed Annuities | Ted Bernstein

Women Face Unique Threats In Retirement – CNBC’s Epperson On Why Annuity Should Be Part Of A Plan

A big part of our practice is dedicated to helping women create retirement security. We discuss the challenges facing many single women face planning for…

Life Cycle Planning | News | Retirement Planning | Ted Bernstein

2016 Election and Your Retirement

The 2016 Elections are over, and now you should learn on how this will affect your retirement. Here are a few resources to help clarify…

New Alternative Creates Customized Payouts of Life Insurance Proceeds to Protect Beneficiaries.

Lower your annual premiums and protect your beneficiaries with life insurance payments for your beneficiaries that are guaranteed payments over time instead of a lump-sum payment.

Guaranteed Income Solutions | Indexed Annuities | Retirement Planning

The SAFEST Guaranteed, Lifetime Income Solution – Everything Guaranteed!

Learn how to use insurance companies to hedge away longevity risk which is quickly becoming the #1 concern facing us in retirement.

Annuities | Retirement Planning

Annuity Glossary, Terms & Definitions

Explore these annuity definitions and terms to help you find the best fixed indexed annuities, income annuities and annuities with lifetime income riders.