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Selling un-needed life insurance policies in the secondary market is now considered mainstream. It is a noteworthy development when class action lawsuits against life insurance companies are brought by policyholders. Should you sell an un-needed or unwanted life insurance policy? Most…
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As you are getting ready to retire or build your plan, it will be helpful to know these retirement terms and tips. Planning for this exciting chapter of your life is all about making informed decisions that will impact your…
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Should you have a portion of your retirement assets in an indexed annuity? There is a great deal of information about how to allocate retirement assets. A fixed indexed annuity offers upside with virtually no downside. If you want to…
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Surrender charges on fee-based variable annuities seem to be retreating faster than the polar ice caps, new filings reveal. “These advisor-sold contracts typically have no surrender or a very short surrender (period) with very low penalties,” said Kevin Loffredi, senior…
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Indexed Annuities are great vehicles to provide guaranteed lifetime income in retirement. You can never lose principal and income is paid for life. Considered by leading economists and retirement centers to be the safest way to create and protect retirement…
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Does Ken Fisher hate annuities? If Ken Fisher is against guaranteed, lifetime income in retirement, then maybe Ken Fisher hates annuities. Read the annuities pros and cons here before you decide. Then you can contact Ted Bernstein at 561-869-4500 and…
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Watch out for these common retirement threats to your nest-egg. Follow these risk proof retirement tips: Longevity Risk: Considered by many to be the most dangerous of all retirement threats as life expectancy continues to increase. To mitigate longevity risk,…
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What is the difference between bonds in retirement and annuities? The Wall Street Journal described income annuities as “super bonds”. Within the backdrop of retirement planning, annuities are often compared to bonds and vice versa. They are different. It is…
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The lead retirement story in Sunday’s New York Times, How to make your money last as long as you do hit the bulls-eye, explaining how annuities provide guaranteed, lifetime income in retirement. The story’ s message was simple and to the point:…
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What Is The Market Value Of Your Existing, Inforce Life Insurance Policy? By now, we have all heard stories about someone that received a significant cash payment for a life insurance policy they thought had no value. If you are 65…
