An annuity is an insurance product that can provide you with a stream of payments for a set period of time, typically after you retire. The payments are made either for a specific number of years or for the rest of your life.
Learn more about annuities from our financial advisors below.
Fixed index annuities (FIAs) are a type of retirement investment product that provides a guaranteed lifetime income stream, in many cases, in exchange for a lump sum investment. They are. . .
An annuity ladder is a financial planning strategy that involves dividing a lump sum of money into a series of annuities with different maturities. The idea behind an annuity ladder. . .
It happens all the time. After one of my teaching events, I get people who want to meet me to learn more about the benefits of annuities and how they. . .
Guaranteed minimum income benefits (GMIB) are a type of financial product that provides investors with a guarantee of a minimum level of income during retirement. These benefits are offered as. . .
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“Happily ever after” is typically the ending of a fairy tale. But it’s more than that. It’s also the way we want to retire. What does it take to have. . .
Purchasing trends are mirroring those from the 2008 recession, with decisions being driven by a growing concern about stock market volatility. Despite these fears, the Federal Reserve’s decision to raise. . .
Annuities are a great way to ensure your financial security in the long term. Annuities provide regular payments that can help you pay bills and cover other expenses while also. . .
Annuities are financial products that provide a stream of payments in exchange for an initial lump sum payment or a series of payments. The tax treatment of annuities can vary. . .
Are you a retiree or pre-retiree looking for a retirement strategy with a guaranteed income stream? Fixed-indexed annuities may be the right choice for you. These annuities offer retirees and. . .
American workers have seen their retirement savings plummet during the pandemic, and many are now turning to annuities as a safe haven for their hard-earned money. Fixed annuities hit a. . .
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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.
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