Back
Products
Annuities Shield Level Annuities (Index-Linked Annuity) Shield Level Pay Plus Annuities Variable Annuities with FlexChoice Access Brighthouse SecureAdvantage 6-Year Fixed Index Annuity Guaranteed Income Builder Income Annuity Fixed Rate Annuities
Life Insurance Brighthouse SmartCare (Hybrid Life and Long-Term Care Insurance) Term Life Insurance
Prospectus and Performance Reports
Fund Resources
Rates and Renewal Rates
Featured Product
Learn about Shield Level Pay Plus annuities, offering guaranteed income that lasts for life
Back
Education
All Education Retirement Planning Retirement Lifestyle Healthcare Planning for Retirement Retirement Income Solutions Estate and Legacy Planning Working With a Financial Professional
Voice of the Future
Featured Content
Delaying Retirement Could Have Health and Financial Benefits
Back
About Us
About Us Overview Our Story Senior Leadership Corporate Responsibility Investor Relations Careers Newsroom
Brighthouse Financial History Timeline
Brighthouse Financial has a storied history. View our milestones

Estate and Legacy Planning

Develop a plan that makes your wishes clear, takes care of your loved ones, and helps you leave a legacy.

All Categories

Retirement Planning

Retirement Lifestyle

Healthcare Planning for Retirement

Retirement Income Solutions

Estate and Legacy Planning

Working With a Financial Professional
Latest in Estate and Legacy Planning
2-Minute Article
How to Prepare Financial Information for a Trusted Contact

A checklist for talking about your financial information with your adult children or other trusted contacts.

1-Minute Video
Why You Should Begin Legacy Planning Now

Learn how to visualize important financial relationships as you begin to plan your legacy.

3-Minute Article
Yes, You May Need an Estate Plan, Even If You Don’t Have an Estate

If you have assets, you have an “estate” – and you need a plan for it.

Next Category

Working With a Financial Professional

Take the next step in your retirement planning, and learn how to get the most out of your relationship with your financial professional.

See All Working with a Financial Advisor
Need Help?
About Us
Connect with Us
Brighthouse Financial Logo

© 2023 Brighthouse Financial, Inc.

Brighthouse Financial® and its design are registered trademarks of Brighthouse Financial, Inc. and/or its affiliates. Brighthouse Financial is the brand name for Brighthouse Life Insurance Company, Brighthouse Life Insurance Company of NY, and New England Life Insurance Company.

Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Brighthouse Life Insurance Company, Charlotte, NC 28277 and, in New York only, by Brighthouse Life Insurance Company of NY, New York, NY 10017 (“Brighthouse Financial”). Variable products are distributed by Brighthouse Securities, LLC (member FINRA). All are Brighthouse Financial affiliated companies.

In this material, the terms “advisor” and “financial advisor” are used as general references to licensed insurance professionals and are not intended to indicate whether the licensed insurance professional is a Registered Investment Advisor or is otherwise authorized under the law to provide financial advice.

Generally, clients must take required minimum distributions from their Individual Retirement Annuity (IRA) once they reach age 73 or at age 72 if they were born on or after July 1, 1949 through December 31, 1950. Clients should seek advice from a qualified tax professional for complete details.