Annuities

A Sudden Influx of Cash?

Annuities are one way to leverage a sudden influx of cash that may or may not have been expected, such as a bonus, inheritance, or sale of a small asset you had never factored into your financial profile. The reason they can be leveraged is because, unlike traditional tax-advantaged retirement or ‘qualified’ accounts, annuities have […]

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Did You Hear?

Did You Hear? According to LIMRA, annuity sales are on the rise yet again this year, after also breaking records last year. Investors building their retirement strategy looking to mitigate some risk have chosen to lock-in annuities–How smart is this choice? Well, there’s definitely a reason they’ve been selling recently. Reach out to us to learn

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to consider

What to Consider

This recent article (click here to read) is about what key features to consider when choosing a fixed index annuity during a time of market unease. It helps us to understand details like how FIAs can help act as a source of guaranteed income, even when the markets are declining.  Reading the article provides tips

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Review the basics

Refresher

We try to educate our clients on annuities. Sometimes, it’s a good idea to review the basics. Click here to visit our annuities page. We’ve outlined information such as the different types of annuities, the nature of the underlying investment, the primary purpose of an annuity, the nature of the payout commitment, the tax status

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