Treasury Easing its Rules on Annuities for Retirement Plans
Read moreIn an effort to increase retirement security for Americans, the Treasury has announced proposed easing of its rules on annuities for retirement plans.
Retire on Your Terms
Read moreRetirement planning is personal. Although there are many choices to be made and seemingly endless things to consider, sometimes talking with friends and family…
Retirement Dreams Disappear With 401(k)s
Read more60 Minutes recently re-aired a story about 401(k)s and the fact that so many nearing retirement age are actually are putting off their retirement because their…
Does your retirement plan account for escalating health care expenses?
Read moreAccording to a recent research study from the Insured Retirement Institute (IRI), rising medical expenses, projected to be in the hundreds of thousands of doll…
Helping Seniors Cope with Recession-Related Financial Loss
Read moreAlthough we are still in a down economy, older Americans do have options. Moving much of your retirement savings out of risky options like the stock market to …
Community Weigh-In: What Questions Do You Ask?
Read moreWhat questions do you make sure to ask when discussing your nest egg options?
How Prepared are You for Retirement?
Read moreA recent report from the Insured Retirement Institute found that Boomers between the ages of 60-65 need advice about retirement income. Some of the statistics …
Financial State of Baby Boomer Women
Read moreA recent story from NBC News reported that Baby Boomer women are one of the least financially prepared population segments in our country right now. According …
Wendy Waugman on CNBC’s Mad Money – Markets in Turmoil
Read moreOur own Wendy Waugaman of American Equity Investment Life Holding Co., discusses how to create jobs in the U.S. and how indexed annuities are one way you can f…
Planning for Retirement with Balance
Read moreYou don’t necessarily need to scrap your retirement dreams because of a bad economy. While many older Americans have seen their nest eggs decimated by a troubl…
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…
FAQ of the Week: What is a Market Index?
Read moreAn index is a number that goes up and down as the market it represents changes. When looking to purchase a fixed indexed annuity, your agent will talk to you a…