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Guggenheim Life
Preserve Multi-Year
Guaranteed
Annuity 10 (250k)

Ten Year Guaranteed
Interest Rate

3.50%
10 Year Surrender Term

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Palladium Century 7

First Year Interest Rate
8.00%¹
10 Year Surrender Term

A (Excellent) Rating
from A.M. Best

Product Profile

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Athene MaxRate 7

Seven Year Guaranteed
Interest Rate

3.00%
7 Year Surrender Term

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An astounding 97% of investors admit that they need to be better informed when it comes to investing.1
1. NASD Investor Education Foundation, December, 2004

 

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies.  This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.


Estates & Trusts

bulletEstate Planning
bulletLiving Trusts
bulletAvoiding Probate
bulletCharitable Gifts
bulletPreserving Your Estate
bulletControlling the Distribution
bulletPaying Estate Taxes
bulletBenefits of A-B Trusts
bulletGifting Strategies
bulletCharitable Lead Trusts
bulletCharitable Remainder Trusts
bulletWealth Replacement Trusts
bulletFamily Limited Partnerships
bulletProperty Ownership
bulletEliminating the Estate Tax


Retirement
bulletHow Much Do I Need to Save
bulletA New Chapter for Retirement
bulletSEP IRAs
bulletSIMPLE IRAs
bulletStretch IRAs
bulletIRA Rollover
bulletRoth 401(k)
bullet Profit-Sharing Plans
bulletMoney Purchase Pension Plans
bullet403(b) Plans
bulletWhy Purchase Annuities
bulletSplit-Annuity Strategy
bulletAnnuity Living Benefits
bullet1035 Exchanges
bullet Unforgettable Birthdays
bulletYour Business and Retirement
bulletPlanning Options
bulletFuture of Social Security
bulletSocial Security Income
bulletKeogh Plans
bulletSEP Plans
bulletFixed or Variable Annuity?
bulletEquity Indexed Annuities
bulletRetirement Plan Distributions
bulletTraditional IRAS
bullet401(k) Plans
bulletManaging Retirement Plans
bulletSaving Now vs. Later
bulletRoth IRA Benefits
bulletNew Distribution Rules


Tax Planning
bulletTax-Deferred Income
bulletTax-Advantaged Investments
bulletFinding Tax Deductions
bulletTax-Advantaged Alternatives
bulletTax-Efficient Strategies
bulletTax-Exempt Income
bulletMutual Fund Profits
bulletExchanging Insurance Policies
bulletPersonal Income Tax
bulletUnited States Tax History


Investing
bulletDividends
bullet Exchange-Traded Funds
bulletGrowth Stocks vs. Value Stocks
bulletMutual Fund Taxes
bulletStock
bulletZero-Coupon Bonds
bulletAnnuity Taxes
bulletBond Ladders
bulletCommon Stock vs. Preferred Stock
bulletDiversification
bulletTracking Bonds
bulletBond Market
bulletSeries EE Bonds
bulletMarket Indicators
bulletMutual Funds vs. Stocks
bulletInvesting In Mutual Funds
bulletTypes of Mutual Funds
bulletLoad vs. No-Load Funds
bulletAnnuities
bulletVariable Annuities
bulletInvestment Risks
bulletAsset Classes
bulletAsset Allocation
bulletCollege Savings Plans
bulletCollege Investment Options
bulletManaged Investments
bulletDollar Cost Averaging
bullet529 Plans


Cash Management
bulletCash Management Basics
bulletDoubling Your Money
bulletCash Management Tools
bulletMoney Market Funds
bulletManaging Cash
bulletBiweekly Mortgages
bulletReverse Mortgages
bulletSmart Financing Ideas
bulletCollege Financial Aid
bulletSavings Alternatives
bulletEffects of Inflation
bulletHome Equity Loans


Risk Management
bulletTerm Life Insurance:
bulletWhole Life Insurance
bulletUniversal Life Insurance
bulletVariable Life Insurance
bulletAuto Insurance
bulletInsurance Claims
bulletMaximizing Insurance Benefits
bulletInsuring Your Future
bulletProtecting Your Home
bulletAssessing Disability Insurance
bulletTypes of Health Care
bulletAdditional Liability Coverage
bulletHMOs and PPOs
bulletEvaluating Insurance Companies
bulletLong-Term-Care Costs
bulletMedicare Coverage
bulletLong-Term Care Needs

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¹ First year yield/rate reflects fixed rate plus premium bonus or interest rate enhancement.
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