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Information, articles, advice and more.

Aug 3, 2024

Common Myths About Pre-Settlement Funding

Jul 26, 2024

5 min

Are Structured Settlements Taxable? 

Financial Education

Jan 17, 2025

5 min

Can You Sell an Annuity?

The short answer is yes, you can sell an annuity—but the process is complex and requires careful consideration of multiple factors…...
man protecting the piggybank in hand,

Jan 3, 2025

6 min

What is a Tax-Sheltered Annuity?

Tax-sheltered annuities (TSAs), also known as “403(b) plans,” are retirement savings vehicles designed specifically for employees of public schools, non-profit organizations, and certain religious groups....
young male doing research on phone

Dec 11, 2024

5 min

What is a Non-Qualified Annuity?

What exactly makes an annuity “non-qualified” and what does that mean for you? Let’s take a closer look at the ins and outs of this unique financial product…...
Cropped shot of Asian woman sitting at table doing financial plan and budget with calculator and laptop.

Dec 6, 2024

5 min

How to Calculate Annuity

Whether you're planning for retirement, seeking a stable income stream, or exploring investment strategies, understanding how to calculate different types of annuities is crucial for making informed financial decisions....
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