This week I thought to share with you an article that references the important role Annuities play in retirement planning by helping individuals guard against outliving their assets. “In the most general sense, an annuity is an agreement for an entity (generally a...
VIDEOS SAY A LOT
“We all want a retirement plan that is ready for anything.” This thought often comes to mind and because fixed indexed annuities are a retirement savings vehicle that can help round out your financial portfolio, I thought to share with you four quick videos for a...
ENSURING INCOME
A few years ago the Government Accountability Office (GAO) issued a report that highlighted the role annuities can play in helping people secure enough income during retirement. The report, which I thought to share with you this week, references the fact that ensuring...
FOR RETIREMENT SAVERS
From time to time it is a good idea to review basics, and re-educate ourselves on all available options for planning and evaluating our retirement savings plans. This week I came across several educational videos on retirement planning and fixed indexed annuities that...
DO YOU CRAVE IT?
This week’s article tells us that people crave income in retirement, and that “the appeal of lifetime income is clear in a recent study: Six in 10 people ages 55 and older place a high value on having guaranteed income to supplement what they’ll get from Social...
NEVER FALL BELOW ZERO
This week’s article says that if you “need your earnings to never fall below zero or you want growth potential, coupled with principal protection from market loss or you seek a guaranteed minimum rate of return that never varies, regardless of market swing” then a...
RETIRE YOUR RISK
“You’ve lived with risk, don’t retire with it.” The opening line of this week’s article caught my eye and I thought it might do the same with you. If you are one of the many of Americans who “are concerned that they will either run out of money in retirement or risk...
TERMS
From time to time it is a good idea to review the meaning of terms used when we discuss products that may help you plan your retirement strategies. This week’s article does just that, and provides us with a clear glossary of annuity product terms. Call us as you plan...
MANY USEFUL PURPOSES
This week’s article lets us know that annuities can serve many useful purposes. “If you are in a saving-money stage of life, a deferred annuity can help you meet your retirement income goals, help you diversify your investment portfolio, and help you manage your...
PROTECTION FOR YOUR EGG
This week’s article tells us that FIAs protect your nest egg. “Nearly 90 percent of Americans lack confidence in their retirement savings (IALC data, October 2017). FIAs provide peace of mind and minimum guarantees. With FIAs, your principal is protected from market...
*DISCLAIMER: This Newsletter is for informational purposes only and does not constitute a complete description of our services or performance. This Newsletter is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Newsletter should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIES, AS TO ACCURACY, COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement or joint venture. ® and TM denote registered trademarks in the United States and other Countries.
This commentary was created by a third-party for the Agent’s use. NTM 08-27.