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 [...]

If you're planning for present or future income, you should consider an annuity. These safe and insured investments have worked for investors for over 125 years. And they are specifically designed for growth and income. Everyone wants a secure retirement with a stream or worry-free income. There are many ways to create reliable income. It's [...]

The Centers for Medicare & Medicaid Services has announced the new Medicare cost-sharing amounts for 2024. With inflation rising, the percentage increases are higher than in past years. We discuss the numbers below and how they affect your premiums, deductibles, coinsurance, and out-of-pocket exposure. These changes affect all insurance plans - both new and old. [...]