Families With Special Needs

Caring for a child or adult with disabilities or other special needs brings enormous love, but it can also bring constant questions about the future, especially if the caregiver(s) are no longer around.
 

Annuities

Annuities can be powerful tools—when used correctly. They offer security, predictability, and the ability to protect against market losses and longevity risk.
 

The Great Wealth Transfer

The next 25 years will see the largest transfer of wealth in U.S. history — an estimated $84 trillion moving from parents and grandparents to children, grandchildren, and charities.