The Annuity Education Hub

The Annuity Education Hub Annuity decisions should be guided by education, not a sales agenda.

We provide individuals with clear insights into their choices so they can make well-informed financial decisions.

04/03/2026
02/11/2026

Dear Prospective Sponsor, I am writing this letter on behalf of The Matthew 712 Project, a registered 501(c)3 nonprofit organization in the United States of America and a registered NGO (Non-Governmental Organization) in Zambia. Our organization provides access to safe, clean drinking water to rural...

Managing wealth across generations isn't just about money—it's about communication and education. Discover strategies to...
03/25/2025

Managing wealth across generations isn't just about money—it's about communication and education. Discover strategies to ensure financial security and pass down values along with wealth.

Make wealth-building a family affair. Here's how

When was the last time you gave up on a goal? The truth is, most of us have a hard time accomplishing our goals. We have...
03/20/2025

When was the last time you gave up on a goal? The truth is, most of us have a hard time accomplishing our goals. We have high hopes and tend to focus on everything all at once, which can be daunting. In this month's Visual Insights Newsletter, learn about the power of small, daily actions and how they can help accomplish our financial goals.

Achieve more goals with small steps every day.

Whether you're Gen Z, Millennial, Gen X, or a Baby Boomer, everyone has a role in maintaining family wealth. From starti...
03/18/2025

Whether you're Gen Z, Millennial, Gen X, or a Baby Boomer, everyone has a role in maintaining family wealth. From starting early with credit management to estate planning, small actions can have a lasting impact. Explore the key wealth-building strategies for every generation.

Now's the time to connect the dots and make plans

Those big financial goals can seem daunting, but major accomplishments are often the result of small, consistent daily a...
03/13/2025

Those big financial goals can seem daunting, but major accomplishments are often the result of small, consistent daily actions. Learn how you can build better money habits by setting micro goals, automating tasks, and more in this month's Visual Insights Newsletter.

Stop failing. Start achieving more. Here's how.

Financial success starts with small, daily steps. Big money goals can seem daunting, but growth and achievement don't ha...
03/06/2025

Financial success starts with small, daily steps. Big money goals can seem daunting, but growth and achievement don't happen overnight. In this month's Visual Insights Newsletter, learn about the power of small, consistent actions to achieve big goals in finance and life. Check it out!

See how little steps can lead to big accomplishments.

$84 trillion is expected to shift to younger generations over the next 20 years. Without proper planning, families risk ...
03/05/2025

$84 trillion is expected to shift to younger generations over the next 20 years. Without proper planning, families risk losing their wealth. Learn how to build and sustain wealth across generations with these actionable strategies:

Spoiler: Most people aren't

Talking about family wealth can be tough, but it's essential. Discover actionable strategies to build and preserve wealt...
03/04/2025

Talking about family wealth can be tough, but it's essential. Discover actionable strategies to build and preserve wealth across generations.

Get strategies for each generation of your family

Retirement planning is more than a dream—it's about the right strategies. Test your knowledge with this quick 5-question...
02/27/2025

Retirement planning is more than a dream—it's about the right strategies. Test your knowledge with this quick 5-question quiz. Your future self will thank you.

Test yourself & see if you can beat the average.

2024 brought a 23.3% surge in the S&P 500 and record-breaking highs across the markets. But what does it mean for 2025? ...
02/25/2025

2024 brought a 23.3% surge in the S&P 500 and record-breaking highs across the markets. But what does it mean for 2025? With interest rate cuts, economic growth, and a bullish outlook, analysts are optimistic but challenges remain. Dive into what savvy investors need to know about the road ahead.

We broke down markets into a 5-minute read

Understanding core retirement concepts can help you uncover gaps and opportunities in your plan. How fluent are you in r...
02/20/2025

Understanding core retirement concepts can help you uncover gaps and opportunities in your plan. How fluent are you in retirement planning? Take this 5-question quiz to find out—it's quick, insightful, and might surprise you.

Discover potential weak spots in under 3 minutes.

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