Does your retirement plan include guaranteed income?
Read moreIn the face of market volatility, increasingly rare pensions, and a growing concern that they may outlive their retirement savings, consumers are desperate for…
What you need to know about how the insurance industry is regulated
Read moreIn recent months, there have been a number of articles featuring stories about insurance agents using unfair or unethical practices when selling products to ol…
The very low risk of insurance company bankruptcy
Read moreWhen purchasing a financial product, one of the most important aspects to consider is the financial strength of the company from which you purchase the product…
Index and Variable Annuities: Exploring the similarities and differences
Read moreOften times we speak of annuities as though they are all the same products, equally appropriate for all consumers. This is particularly true when discussing in…
Indexed Annuities: The Basics
Read moreTo help people like you understand the different product features of indexed annuities we've created this helpful video that explains the ins and outs of the i…
Advanced Planning – In honor of tax day…
Read moreBy Wade MayoTax season is coming to a close, making now a great time to start thinking about how you can minimize your payments next year. Additionally, if you…
The Benefits of Balancing Your Financial Plan
Read moreLearn more about David’s story and how indexed annuities have helped him meet his retirement goals.
FAQ of the Week: Is an indexed annuity truly guaranteed?
Read moreIndexed annuities are designed specifically to create the possibility of higher interest earnings than traditional fixed rate products and to protect premium (…
FAQ of the Week: How is interest rate credited?
Read moreBy Wade H. Mayo, President, Life Insurance Company of the Southwest, member of the National Life GroupOverall, indexed annuities are relatively simple to under…
Five Myths about Indexed Annuities: Part 5
Read moreBy Jim PoolmanMyth: Indexed annuities are overly complex.Truth: The reality is that having choices is good for consumers. That being said, all fixed indexed an…
Five Myths about Indexed Annuities: Part 4
Read moreAll financial vehicles have to cover the provider’s sales and marketing expenses. Over time, the margins built into an annuity to cover commissions are not nec…
Five Myths about Indexed Annuities: Part 3
Read moreBy Jim PoolmanMyth: Indexed annuities impose uncharacteristically high surrender feesTruth: Surrender charges, which limit liquidity to an extent, are clearly …
Five Myths about Indexed Annuities: Part 2
Read moreThere are many unique benefits to indexed annuities that make them an important part of any balanced financial plan. More specifically, indexed annuities offer…
Five Myths about Indexed Annuities: Part 1
Read moreIf you’ve read anything about indexed annuities, chances are pretty good that not everything you’ve read is true. Each day this week, we will tackle a common m…
Features of Fixed Indexed Annuities
Read moreWhen planning for retirement, your options can seem overwhelming. The good news is, there are many great products available for people in varying stages of sav…