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May 4, 2024

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Watch out for the Fake News and those who spread it I know that many investors are not big annuity fans, but I also know that most annuity “haters” have. . .

May 4, 2024

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Welcome to the age of safety, for the discretionary must have retirement funds needed to secure a lifelong income with no worries of running out of money before you run. . .
May 4, 2024

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Financial Dentistry and the Often – Uncomfortable Process of Annuity Shopping As a 20-year annuity agent, I began to recognize several years ago the uncanny parallel that the emotional process. . .

May 4, 2024

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There are rules which can be followed to allow pre-mature access to your 401(k) account. A 401(k) was created by congress to allow workers to accumulate funds for retirement on. . .
May 6, 2024

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Use math, science, and reason when planning your retirement First and foremost, I want to let you know that I would never try to sell you on anything. I have. . .

May 6, 2024

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Last evening with a potential client during our discovery/proposal meeting, one of the most asked questions concerning the FIA (Fixed Indexed Annuity) “How Can They (the insurance company) Do That”. . .

May 4, 2024

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The IRS restricts specific investment options for an IRA. These restrictions do not allow investment in collectibles, antiques, and other assets. Here is a list: If an IRA invests in. . .

May 4, 2024

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The Inverted Yield Curve of March 22, 2019, is YOUR FRIENDLY REMINDER to purchase your income guarantee sooner rather than later. Innuendo in today’s title notwithstanding, on Friday, March 22,. . .

The FDIC was created in 1933 to add stability to the failing banking industry. The concept was simple: provide guarantees for funds on deposits in member banks. Stability was necessary. . .
May 4, 2024

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Protection against loss and lifetime income!  How can those guys do that? Of all the many wonderful features of Fixed Indexed Annuities (FIAs), perhaps the two most significant features are. . .