10 Myths About Annuities You Shouldn’t Believe
Read moreWhile annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re consider…
The Benefits of Filing Taxes Early
Read moreTax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where y…
AT WHAT AGE SHOULD YOU PURCHASE AN INDEXED ANNUITY?
Read moreThe great thing about fixed indexed annuities is that they are a reliable retirement planning vehicle appropriate for people in a variety of life stages. Howev…
Top 3 Things to Ask Your Financial Professional
Read moreKnowing how much and where to save your money is essential to leading a financially secure life. However, wrapping your head around the multitude of retirement…
The 5 W’s of a Successful Retirement
Read moreThere’s no better time than today to develop your retirement plan and consider options that may be suitable for your future. Fixed indexed annuities (FIAs) can…
3 Simple Ways to Save for Retirement
Read moreSummer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out…
Increased Life Expectancy Leads to a Decrease in Payout Rates
Read moreWith current rates being “low,” they may seem befuddled when asked to consider purchasing an annuity. I explain that today’s rates are not low. In fact, I beli…
The 20th Anniversary of Fixed Index Annuities
Read moreThis week Fixed Index Annuities (FIAs) reached a milestone – their 20th anniversary! On February 15th, 1995, Fixed Index Annuities were first introduced to con…
Annuity Riders Protect Aging Seniors
Read moreThere is a misconception that when an annuity is purchased it is impossible to access your money until the annuity is fully matured, which may discourage consu…
Why Uncapped Does Not Mean Unlimited
Read moreAn important point to keep in mind about these new product offerings is that “uncapped” does not mean “unlimited”. A volatility controlled index shifts assets …
The Changing Price Tag on Healthcare?
Read moreWith both health care costs and life expectancy continuing to rise, many Americans are forced to commit more of their financial resources to health care plans.…
John Jamieson from Daily Finance talks retirement preparedness: Part II
Read moreThe Indexed Annuity Leadership Council recently interviewed DailyFinance contributor John Jamieson on preparing for retirement, the importance of a balanced po…
John Jamieson from Daily Finance talks retirement preparedness: Part I
Read moreThe Indexed Annuity Leadership Council recently interviewed DailyFinance contributor, John Jamieson on preparing for retirement, the importance of a balanced p…
The biggest risk to your retirement? Unrealistic expectations.
Read moreWhile many people approaching retirement have actively adjusted their retirement plan to take into account recent economic uncertainty and market volatility, f…
Indexed Annuity Sales are Up, Complaints are Down
Read moreDespite the growth in indexed annuity sales, complaints against the product have significantly decreased since 2010, according to data recently released by the…
The Upside of Tax Season
Read moreAnnuities, in particular, are attractive to many consumers from the standpoint of tax deferral because—unlike other tax-deferred accounts, such as 401(k)s and …
The Best of Both Worlds
Read moreOne of the most common misconceptions about annuities is that to guarantee the monthly income payments you forego access to your principle in an emergency or t…
Fixed Indexed Annuities: Getting Better With Age
Read moreAccording to a recent Reuters article “annuities are like flat-screen televisions. They keep getting better and cheaper. As baby boomers move into retirement, …