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 …
How Annuities Can Shine in Risky Markets
Read moreSome consumers are now looking to indexed annuities as part of their retirement planning to provide balance, safety and most importantly, peace of mind. US New…
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…
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…
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…
Giving Indexed Annuities a Fair Shake
Read moreModerating risk and reward is an important part of building a sound financial plan, but it’s often easier said than done, especially in difficult financial tim…