top of page
Reading articles online

Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Filter items by category

Risk Management

What Is Universal Life Insurance?

Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.

Meet John

Risk Management

What Is Variable Life Insurance?

Variable life insurance gives you the control to allocate your account value among a variety of investment options.

Meet John

Retirement

What Is a SIMPLE?

The SIMPLE plan may appeal to small business owners as it is easy to set up, administer, and allows for a tax deduction.

Meet John

Tax Planning

What Is a Required Minimum Distribution?

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

Meet John

Risk Management

How Can I Maximize My Insurance Benefits?

Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

Meet John

Retirement

What Is a 1035 Exchange?

A Section 1035 exchange is a tax-free exchange of an existing annuity contract or life insurance policy for a new one.

Meet John
  • Page 13

Total results shown: 

124

Our focus is your future

Your complete financial partner in life.

bottom of page