by John Poston | May 30, 2025 | John Poston, Protection/Income, Wealth
One big takeaway from LIMRA’s 2024 Retirement Investors Survey is that retirees and pre-retirees want to feel secure about their future. With traditional pensions becoming rare, people turn to annuities to secure a guaranteed income. That’s where you come in: 86% of...
by John Poston | Jan 7, 2025 | Advisory, John Poston, Wealth
Takeaways Around 61% of Americans fear retirement more than death due to financial concerns and psychological factors. As financial professionals, understanding these fears is crucial for helping clients navigate this challenging life transition. Beyond financial...
by John Poston | Aug 7, 2024 | John Poston, Protection/Income, Wealth
The first quarter of 2024 painted a rosy picture for the annuity market. Sales soared to a record-breaking $113.5 billion, a staggering 21% increase compared to last year. This robust growth comes amidst looming regulatory changes and economic uncertainties....
by John Poston | Aug 7, 2024 | John Poston, Protection/Income, Wealth
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...
by John Poston | Mar 12, 2024 | Accumulation & Retirement Income, John Poston, Wealth
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....
by John Poston | Oct 17, 2023 | John Poston, Protection/Income, Wealth
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...
