Whitepapers

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

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

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

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

Demiystifying Indexed Universal Life:
5 Key Considerations

IRA to IUL: Conversion Strategy:
What to consider 

Long-Term Care

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

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

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

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

 The CARES Act: 
Busting theRetirement SavingsPlan Myth

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

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

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