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We discuss current events, products and innovations in the insurance marketplace.

October 7, 2025

Compare Ohio Medicare Advantage Plans

There are several changes to Ohio Medicare Advantage plans for 2026. Many insurance companies are shrinking their coverage areas. Others are cancelling plans for those who are already enrolled. With these changes, Ohio residents need help finding suitable coverage to fit their needs and budget. Fortunately, there are many HMO and PPO options available and [...]

September 20, 2025

Guaranteed Indexed Annuity With Rate Locks

Investing in a guaranteed indexed annuity with fixed rates is a wise investment choice. It makes even more sense when interest rates are high. Many indexed annuities start with high first-year caps and participation rates only to decrease them yearly at renewal. However, there are a handful of indexed annuities that declare fixed caps and [...]

June 19, 2025

High Interest Jumbo Annuity Accounts

Our high net worth clients often consider jumbo annuity accounts to meet their investment needs. Annuities are well-regarded for their safety and security, but they are also valuable for growth and income. Generally speaking, a jumbo annuity is an account funded with a deposit of more than $1 million. Many accounts are larger, however. Several [...]

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Guaranteed Indexed Annuity With Rate Locks

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High Interest Jumbo Annuity Accounts

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