Concern Over A Bear Market Places Annuities In Demand

Bulls, bears, up, down, who knows? There are numerous indicators that the current stock market could be subject to a slip into a full-blown “Bear” market. This would convert to longer-term losses in equities as well as a significant shift in investments to bonds and annuities. With a bear market can also come exposure to [...]

By |2020-04-13T19:41:34+00:00July 18th, 2018|Annuities|

Up Up and Away – Fixed Indexed Annuity Sales Skyrocketing

A recent industry watchdog report indicated an increase of over 25% in premium in 2012 and a forecast of another 30% increase in 2013. Growth is being driven by products offering access to a larger stream of income that would not be found with other investment options. Income for life that is both safe and secure seems to be the driving force.

By |2020-04-14T19:02:46+00:00August 27th, 2013|Annuities, Retirement Planning|

Helping Baby Boomers Plan for Retirement

Most people can get the money they need for retirement without gambling heavily on equities, they just don’t know where to look. I’m in the business of helping Baby Boomers retire and post-retirees stay retired. My clients enjoy a hassle-free retirement; our planning assures safety, lifetime income, and potential for attractive returns—all while maintaining control of your money.

By |2020-04-14T19:24:08+00:00June 3rd, 2013|Annuities, Retirement Planning|