Financial Planning Resources

Contract terms, cash-flow needs, and retirement timing influence the right MYGA holding period for predictable, long-term growth.

See how MYGAs support predictable, tax-deferred growth & complement other accounts in a risk-managed plan for long-term retirement security.

See how MYGAs support safe, predictable growth and help pre-retirees protect savings, plan income, and strengthen retirement security.

Rolling to a MYGA can offer steady, tax-deferred growth with predictable returns. Learn how timing impacts your long-term retirement goals.

Compare MYGAs and bonds to see how each supports predictable growth, liquidity needs, and long-term stability in a retirement plan.

Understand how MYGA rates, terms, liquidity, and maturity options work so you can plan predictable, long-term retirement income.

Compare MYGAs and CDs to understand how each offers steady, predictable growth and where they fit into a safe, risk-managed retirement plan.

See how MYGAs provide predictable, tax-deferred growth that complements other accounts in a balanced, risk-managed retirement plan.

Fixed index annuities balance growth potential with market protection. See the key pros and cons before adding them to retirement plans.