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Annuities

Most people are pretty familiar with the basic idea behind life insurance.  Basically what happens is, that in the unfortunate event of your untimely death, the policy pays out a death benefit to your named beneficiary or estate—replacing income and providing guaranteed liquidity. And while… The cash value provided by whole life and other permanent […] Read more

There’s no “right” way to invest or save for retirement.  Like so many things in life, the best approach for one person might not work for another. Annuities fit perfectly into this pattern.  A blanket conclusion that annuities are or are not a good investment ignores the fact that every investor is different. And so, […] Read more

Most discussions of annuities focus on the security and predictability they offer as a retirement-planning tool.  And for good reason. Guaranteed growth, minimal risk, and a consistent income stream for life are big advantages for retirees. But favorable tax treatment, though perhaps not as immediately attention-grabbing, may be just as important. With a little strategic […] Read more

The following list represents our current picks for the top 10 best annuity companies of 2019. These companies represent the annuities that we believe are the best in class. 2019 Best Annuity Companies Please click on a company name to find out more about each individual carrier and the products offered. If you have any […] Read more

As a combination insurance product and investment vehicle, variable annuities have long been popular with investors looking to set aside money for retirement or other long-term goals. The product’s appeal stems from features such as tax-deferred growth and insurance provisions such as guaranteed lifetime payment options and a guaranteed death benefit. Variable annuities are able […] Read more

In the following Annuity Guide, we provide the essential information you need to equip and empower you to make an informed decision about annuities and if an annuity is the best option for you. If you have any questions, please don’t hesitate to reach out to us. Annuities Any retiree with a pension can attest […] Read more

When you think about annuities, what comes to mind?  Perhaps you think about retirement planning, fees and penalties, bad investments, or a great wealth protection strategy. Do you really understand what an annuity is in terms of the good, bad and in between? Today’s article will explore all aspects of annuities to try to offer a […] Read more

Annuities are a solid financial solution for many people. However, they’re not for everyone. If you’re considering an annuity, you should understand first what is an annuity and then weigh the pros and cons carefully. To follow are our Annuities top 10 pros and cons, offered here for the sole purpose of assisting you in […] Read more

In a perfect world, everyone would be blessed with a long, healthy, comfortable retirement.  In the real world, though, we know that a well-funded, pleasant retirement requires careful planning.  And one of the biggest challenges in developing a solid retirement strategy is dealing with uncertainty. After all… You can’t be sure what will happen with […] Read more

1035 Exchange For Annuities

Chances are pretty good that, when you purchased a life insurance policy, you did so at least partially to ensure your loved ones (especially children) would be financially secure in the event of your untimely death. Hopefully, though, you will reach a point where your former dependents are financially independent and life insurance becomes less […] Read more