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News and Insights

Financial planning and industry insights directly from your Trusted Advisors. Here you'll find thoughtful articles that can help guide your personal financial decisions and spark conversation with family and friends. We'll also share Team Patriot's latest updates.

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The Financial Realities of Longevity

Your financial future is up to you and no one else. You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your thinking must include an awareness of how long you must save for and what sort of expenditures may be ahead.

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Fixed Indexed Annuities

Don’t let the investment jargon put you off, Fixed Index Annuities are simpler than they sound. A Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. However, unlike fixed deferred interest rate annuities, a Fixed Index Annuity’s annual growth is tied to a market index like the Standard & Poor’s 500 rather than an interest rate.

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