Last week , I set the table for this part of the conversation about maximizing your annuity. Please, take a minute to refresh your memory of the opportunity. This is not a MYGA or rate chasing strategy, but a strategy where we are able to transform taxable gain into tax free income if it is... Continue Reading →

I’ve been riding this topic hard for the last few months and for a good reason!  One of the best funding sources for long term care comes from nonqualified deferred annuities! And, with the unofficial start of summer a few days ago, we all know that now is not the time to take the foot... Continue Reading →