Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Optimize Wealth Transfer With Annuity Maximization

    September 20, 2024

    Annuity Maximization is a strategy that moves assets from an existing annuity to fund a life insurance policy. This can potentially increase the amount of money you leave to your heirs.

  • Which Programs Should You Consider to Cover Health Care Costs?

    Jack Cintorino May 30, 2024

    With health care fees climbing, identifying a few ways to help meet those surging costs may provide you with peace of mind.

  • Leave a Larger Legacy Using IRA (RMD) Maximization

    May 30, 2024

    If you don’t require the income from your annual IRA required minimum distributions (RMDs), you can reposition these distributions more tax-efficiently—and create more wealth for your heirs.

  • Planning for End-of-Life Costs with Your Legacy in Mind

    Jay Guyer March 14, 2024

    Establishing an end-of-life health care plan can protect the value of your legacy.

  • Maximize Long-Term Care Benefits Using an Existing Annuity

    Peter A. Longo March 7, 2024

    Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.

  • Long-Term Care: Impact on Family Caregivers

    Samantha Redding November 6, 2023

    While family caregiving can be a rewarding experience, the physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver—which is why long-term care planning is just as important for your family as it is for you.

  • Having a Long-Term Care Conversation with Aging Loved Ones

    Robert Wheeler October 30, 2023

    The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. That’s why it’s important to have a productive discussion with your senior parents about long-term care needs while they are still healthy.

  • Account Protection at Janney

    July 20, 2023

    Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.

  • The Importance of “What if” Planning

    Jack Cintorino May 22, 2023

    There is a basic rule that applies to personal finance: plan ahead. But “what if” planning can provide security and preparedness when the unexpected occurs.


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