Rethinking Retirement: Embracing Flexibility Over Fortune
New research shows the traditional goal of saving a million-dollar nest egg for retirement is being reevaluated. Recent insights from Hearts & Wallets, a leading data and benchmarking firm specializing in financial advice, suggest a shift toward a more nuanced...
Maximizing Tax Efficiency in Retirement: Strategies for Creating Tax-Free Income
When it comes to planning for retirement, it’s not just about saving and investing. Retirees should consider every factor that can affect their financial well-being, and one thing that often gets overlooked is the impact of taxes on their hard-earned savings....
New Study Provides Valuable Insights Into FIA Contract Owner Behavior
Investors should always consider options that not only protect principal, but also provide the potential to earn an attractive rate of return. A fixed indexed annuity (FIA) is a great option to consider for clients who want to benefit from the potential of the market...
Life Settlement Annuities: A Powerful Solution for Funding Retirement and Securing Long-Term Care
As the population ages, securing a financially sound retirement and the necessary funding for long-term care (LTC) has become a major challenge for most Americans. It’s estimated that 70% of people over the age of 65 will need to pay for some form of LTC in their...About Author
John Poston
John Poston is Senior Account Manager at DFS Marketing, where he focuses on servicing hundreds of agents and training his team of marketers. Before joining DFS in 2020, he served in a number of positions in finance and insurance, including as an Executive Recruiter. He graduated from University of California, Berkeley, where he studied both Business Management and Economics.
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