Annuities

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.

May 4, 2024

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I frequently ask clients during our first conversation, “what is the average return of the market?” Usually, without fail, they answer, “7% – 8%.” My next question is, “when has. . .

May 4, 2024

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Annuities and Asset Protection: What you need to know! Joe Richmond (not his real name) followed every bit of advice his financial planner gave him. He paid himself first and. . .

May 4, 2024

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“Only money left over after paying taxes can be spent. For the average person in the U.S., 34.5% of that sum goes to pay interest alone, to finance car purchases,. . .

May 4, 2024

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One of the biggest concerns my prospective clients have when researching annuities is accessibility. As big as a myth that this is, the reality is, annuities have more liquidity features. . .

May 4, 2024

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Many people have mixed feelings about retirement. They also don’t have the correct mindset of retirement because they are still employed. Some even dread retirement because they don’t have a. . .

May 4, 2024

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My broker says he can outperform an annuity, can he? I would like to know how! Quite often when annuity agents present an annuity strategy to potential clients, the client. . .

May 4, 2024

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Almost all newer annuity contracts have a provision in them to allow access to all or most of your funds without penalty in the event of a need for a. . .

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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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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Conjecture: the formation or expression of an opinion or theory without sufficient evidence or proof I want you to absorb that definition because “financial conjecture” is a dangerous thing. Not. . .

View The Best Annuity Rates Available Now

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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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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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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