Whitepapers

The ABC’s of Fixed Index Annuities:
Our guide to understanding the advantages and costs of FIAs

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Hybrid Investing:
A form of investment that combines equity and debt features, allowing companies to protect themselves against  risks in securities transactions

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A New Look On Life:
Life insurance as an Asset Class

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Building A Bridge to Your Retirement:
Help work toward your retirement income goals and improve your tax situation with life insurance

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Demiystifying Indexed Universal Life:
5 Key Considerations

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IRA to IUL: Conversion Strategy:
What to consider 

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Long-Term Care

 You are looking for retirement…but what if you need long-term care?

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The New Alternative Asset:
A quick guide to boosting retirement savings and generating tax-free income

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Just How Safe is an Insurance Company? 
An inside look at the insurance industry and the regulations that keep it in check 

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 The Secure Act:
The 3 things you actually need to know

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 The CARES Act: 
Busting theRetirement SavingsPlan Myth

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A Wise Choice:
Index Universal Life (IUL) vs. a traditional tax deferred, qualified investment

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 The Social Security Decisions: 
What, When, Who, How

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