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TERMS

From time to time it is a good idea to review the meaning of terms used when we discuss products that may help you plan your retirement strategies. This week’s article does just that, and provides us with a clear glossary of annuity product terms. Call us as you plan...

MANY USEFUL PURPOSES

This week’s article lets us know that annuities can serve many useful purposes. “If you are in a saving-money stage of life, a deferred annuity can help you meet your retirement income goals, help you diversify your investment portfolio, and help you manage your...

PROTECTION FOR YOUR EGG

This week’s article tells us that FIAs protect your nest egg. “Nearly 90 percent of Americans lack confidence in their retirement savings (IALC data, October 2017). FIAs provide peace of mind and minimum guarantees. With FIAs, your principal is protected from market...

HEDGING AGAINST SOMETHING BAD

This week’s article spoke about annuities offering “a hedge against something bad happening to your money, like a huge loss in a stock market collapse. Instead of personally managing your money and assuming risks inherent in stocks and mutual funds, you buy an annuity...

FUEL FOR RETIREMENT

We read an article the other day from a library of information we have access to and thought it would interest you to know that it discussed “higher interest rates, of course, mean higher payout rates on annuities.” We like fixed annuities because they can provide an...

BALANCE

When you think about the things that fill your life what are you goals? Most people will say that a work-life balance is important. When you think about retirement, do your thoughts also lean toward balance? This week’s article tells us that for most people their goal...

RETIREMENT PLANNING WORKSHEET

With a title like “Sharpen your pencils, let’s work the numbers” I knew you would enjoy being provided with the opportunity to see how ready you are for retirement, and if your numbers add up to what you thought they would in terms of your ideas of where to put your...

DIFFERENCES

Did you know that your readiness for retirement may vary depending on your occupation? This week’s article sets out a “Retirement-Readiness Score by Industry” and provides information to understand the differences and surprising similarities across the occupations....

BASICS AND BALANCE

This week’s article “Fixed Indexed Annuities 101” made me smile because it brought back memories of my younger days in school, and I was reminded that even as we grow older, especially when planning for our retirement, it is sometimes best to go back to basics. The...

BASICS AND BALANCE

This week’s article “Fixed Indexed Annuities 101” made me smile because it brought back memories of my younger days in school, and I was reminded that even as we grow older, especially when planning for our retirement, it is sometimes best to go back to basics. The...

FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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