Annuities & Disappearing Surrender Charges
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 […]
Retirement Planning
Power of Indexed Annuities
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 assets, indexed annuities can be 100% liquid from day one.
Ken Fisher Hates Annuities? Pros and Cons + The Truth
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 […]
10 Most Common Retirement Threats – Protect Your Nest Egg
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 […]
Why Income Annuities Are Better Than Bonds
What is the difference between using bonds in retirement versus annuities? The Wall Street Journal described income annuities as “super bonds”. Within the backdrop of […]
New York Times: ‘Consider An Annuity’ In Retirement
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 […]
Don’t Need or Want Your Existing Life Insurance?
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 […]
Chatzky – Today Show: Make your money last with an annuity
Jean Chatzky’s segment on the Today Show this week includes an important recommendation about guaranteed, lifetime income. I think Jean could go further when […]
ROI = Reliability of Income
In Retirement, ROI is Reliability of Income. Helping you shift your focus from asset accumulation to guaranteed income will create more security in your retirement plan. Economists, professors […]
Long Term Care Covers More Than You Might Think.
Most people report uncertainty about the definition of claim triggers in their long term care insurance policy. My experience confirms that people want a better […]