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Annuities are often touted as a reliable source of income during retirement. By exchanging a lump sum for a guaranteed stream of payments, you can mitigate the risk of outliving your savings. However, ...

When it comes to insurance products, here’s one piece of advice: The key isn’t what the product is — it’s what the client wants to do with it. We’ve been trained to think each product has one specific ...

Inheriting money can be a bittersweet experience. While it’s a thoughtful gesture from a loved one, understanding how to manage the windfall can be tricky. If the inheritance includes an annuity, ...