Schedule your Appointment with Us Today! Annuities, Principal Protection, Growth Potential, Lifetime Income Educational Videos Videos Annuity Educational Videos Allianz Annuity Basics View More How to Tell FIA Facts from FIA Fiction View More Questions to Ask When Purchasing a Fixed Indexed Annuity View More Get the Basics on Indexed Annuities View More Life Insurance & Retirement Educational Videos Remle Winand Real Life Story View More NBC News - Investing In Life Insurance View More Wendy Boglioli View More Changing Face of Retirement View More The 401k Fallout View More Ed Slott Educational Videos Protecting Your Retirement Income from Taxes - Ed Slott, CPA Tax Advisor View More Ed Slott - Stay Rich Forever & Ever View More Tax Advisor Ed Slott on the IUL View More CPA Ed Slott Avoiding Taxes In Retirement View More Ed Slott, CPA Life Insurance for Life Beyond View More CPA Ed Slott Explains Tax Efficient Investing View More Ed Slott IUL Tax Free Retirement View More American Equity Educational Videos The Benefits of an Annuity View More Understanding Lifetime Income Benefit Riders – How Do Lifetime Income Benefit Riders Work View More Understanding Fixed Index Annuities – How Does a Fixed Index Annuity Work View More Understanding Annuity Basics View More Weekly Market CommentaryDecember 28, 2025The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs. … Read more: Weekly Market Commentary Heading into 2026: A Smart Retirement Checkup (Without the Overwhelm)December 26, 2025As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful… Read more: Heading into 2026: A Smart Retirement Checkup (Without the Overwhelm) Holiday Cheers and JeersDecember 24, 2025 By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and… Read more: Holiday Cheers and Jeers 5 Exceptions to the Year End 2025 RMD DeadlineDecember 22, 2025By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started.… Read more: 5 Exceptions to the Year End 2025 RMD Deadline Privacy Policy Phone (917) 991-2945 Schedule Your Appointment Today! FollowFollowFollowFollowFollowFollow Terms of Use