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Annuity

    Products + Planning

    From Nest Egg to Retirement Income: Planning in a Peak 65 Environment

    by FIG Marketing October 7, 2026
    written by FIG Marketing

    Although 2025 marked the numerical peak of Peak 65, a historic demographic shift of Americans reaching age 65, the retirement-planning wave is still building. More than 4.1 million Americans are expected to turn 65 each year through 2027, or more than 11,200 people per day.

    That means millions of households are approaching decisions about income, Social Security, Medicare, taxes, and portfolio withdrawals within a relatively short timeframe.

    Continue Reading
    October 7, 2026
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  • Products + Planning

    Annuity Maximization in Action: A Real-Life Case Study for Tax-Free Legacy Planning

    by FIG Marketing April 30, 2025
    by FIG Marketing April 30, 2025

    Updated December 22, 2025, at 2:51 PM What happens when clients have an annuity they’ll never fully spend? Unfortunately, those leftover funds often become a tax burden for beneficiaries. With an annuity …

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  • Products + Planning

    Finding the Right Annuity for Your Clients

    by James LeMay June 12, 2023
    by James LeMay June 12, 2023

    Updated March 17, 2026, at 11:16 AM Reconnecting with your clients is an opportunity to reinvent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing …

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