We have published volumes of easy to understand information, authored best selling books within all planning genres, and have filmed hours of educational videos for you to sample here on the web.
Your experience with us is going to be fun, clearer, and simpler than you may have experienced anywhere else on the web – or from any local financial advisor. This site has been long overdue in the annuity and life insurance marketplace! Much has been written about annuities and life insurance by many media pundits—both detractors and proponents—who have had little regard for the rigors of research and analysis, and the fairness and frankness found in our books and on this site. We believe our research will be an invaluable tool in helping you judge the suitability of fixed or indexed annuities to meet your retirement needs, as well as life insurance solutions to meet your estate planning objectives.
Free Educational Videos and Audio Files
Watch or listen as we take complicated issues and make them easily understood.
Free eBook Downloads
Download any number of chapters from our published library.
Assessment and Suitability Tests
Take the Life-Dat® or Annuity Suitability Assessment® for FREE and receive instant results.
Request solutions, product illustrations and annuity quotes without having to sit down with a salesperson.