It doesn’t have to be this way
Read moreOne of the ways that many investors have chosen to add some balance to their financial plans, particularly in risky markets, is to consider a fixed indexed ann…
Does your retirement plan include guaranteed income?
Read moreIn the face of market volatility, increasingly rare pensions, and a growing concern that they may outlive their retirement savings, consumers are desperate for…
How Younger Americans Differ in their Approach to Retirement
Read moreIs there a silver-lining to all of the economic turmoil Americans have faced in the past few years? One could argue that it taught younger Americans an importa…
The very low risk of insurance company bankruptcy
Read moreWhen purchasing a financial product, one of the most important aspects to consider is the financial strength of the company from which you purchase the product…
Index and Variable Annuities: Exploring the similarities and differences
Read moreOften times we speak of annuities as though they are all the same products, equally appropriate for all consumers. This is particularly true when discussing in…
Getting close to retirement, but unsure if you can afford it?
Read moreDid you know that it takes 75% to 85% of your pre-retirement income in order to maintain your current lifestyle in retirement? What’s more—even though you don'…
In Changing Retirement Landscape, Annuities Help Employers and their Employees Meet Financial Goals
Read moreEarlier this month, General Motors was at the center of some controversy when the automaker unveiled that it would be converting its pension payment plan for 1…
Indexed Annuities: The Basics
Read moreTo help people like you understand the different product features of indexed annuities we've created this helpful video that explains the ins and outs of the i…
Advanced Planning – In honor of tax day…
Read moreBy Wade MayoTax season is coming to a close, making now a great time to start thinking about how you can minimize your payments next year. Additionally, if you…
New Tools to Help You Plan a Strong Future
Read moreAs you may have noticed we’ve changed things up a bit. To help guide you through planning for your financial future, we’ve added more resources and retirement …
The Benefits of Balancing Your Financial Plan
Read moreLearn more about David’s story and how indexed annuities have helped him meet his retirement goals.
Reaching Retirement Goals
Read moreIndexed annuities have helped Frank and his wife Mary Lou achieve their targets for retirement. They have always been diligent about saving money, and wanted t…
Our Aging Workforce
Read moreBy Wade H. Mayo, President, Life Insurance Company of the Southwest, member of the National Life GroupLast month Fortune ran an article about how our workforce…
Retire on Your Terms
Read moreRetirement planning is personal. Although there are many choices to be made and seemingly endless things to consider, sometimes talking with friends and family…
Retirement Dreams Disappear With 401(k)s
Read more60 Minutes recently re-aired a story about 401(k)s and the fact that so many nearing retirement age are actually are putting off their retirement because their…
Helping Seniors Cope with Recession-Related Financial Loss
Read moreAlthough we are still in a down economy, older Americans do have options. Moving much of your retirement savings out of risky options like the stock market to …
Community Weigh-In: What Questions Do You Ask?
Read moreWhat questions do you make sure to ask when discussing your nest egg options?
How Prepared are You for Retirement?
Read moreA recent report from the Insured Retirement Institute found that Boomers between the ages of 60-65 need advice about retirement income. Some of the statistics …