Retirement Income Planning Archives

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways Guaranteed income solves a problem a portfolio can't…

Marc GilmanSeptember 3, 2026

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways "For most Americans, it is financially sensible to…

Marc GilmanSeptember 3, 2026

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways Nationwide New Heights Select is a single-premium fixed…

Marc GilmanSeptember 1, 2026

By Marc Gilman (800) 927-9326 | marc@gilmanagency.com Most people worry about running out of time. In retirement planning, the bigger…

Marc GilmanSeptember 1, 2026

By Marc Gilman (800) 927-9326 | marc@gilmanagency.com Key Takeaways A Section 1035 exchange lets you move life insurance cash value…

Marc GilmanAugust 27, 2026

By Marc Gilman (800) 927-9326 | marc@gilmanagency.com Key Takeaways A loan against cash-value life insurance generally isn't taxed as income…

Marc GilmanAugust 27, 2026

By Marc Gilman (800) 927-9326 | marc@gilmanagency.com Key Takeaways A life settlement is the sale of a life insurance policy…

Marc GilmanAugust 27, 2026

By Marc Gilman (800) 927-9326 | marc@gilmanagency.com Key Takeaways For a 65-year-old couple, there's roughly a 50% chance that at…

Marc GilmanAugust 26, 2026

Annuity Insurance

By Marc Gilman (800) 927-9326 | marc@gilmanagency.com Key Takeaways U.S. annuity sales hit $464.1 billion in 2025, the fourth consecutive…

Marc GilmanAugust 25, 2026

By Marc Gilman (800) 927-9326 | marc@gilmanagency.com "What's the best annuity?" is one of the most common questions we get,…

Marc GilmanAugust 14, 2026