Will Your Retirement Income Go The Distance?

What is the number one worry for retirees? Not having enough money saved to last them in their golden years. Industry expert Tom Hegna has written extensively about this fear in both of his books “Don’t Worry, Retire Happy” and “Paychecks and Paychecks.” He states, “The number one risk retirees must take off the table [...]

By |2020-12-23T21:13:20+00:00December 23rd, 2020|Annuities, Retirement Planning|

The Next Major Annuity Market Is Massive: Women

Women live longer than men, an annuity with lifetime income might make good sense It hasn’t even been that long ago women could not vote in America. Not only that, there was a time when women were considered “property” of their husbands in many parts of the world that is still the case. Fortunately, in [...]

By |2020-04-15T21:46:03+00:00March 21st, 2019|Annuities|

The US Treasury, Your 401 (k) and Longevity Income

The Treasury has reiterated the need for “longevity income” for plan participants and outsourcing the responsibility to insurance companies seems like a good fit. Many companies build their portfolio around the need of their customers income needs lasting a long period of time. Insurance companies can reduce the risk of an individual making eh incorrect decision with their important assets.

By |2020-04-17T16:11:17+00:00July 7th, 2013|Annuities, Retirement Planning|

Longevity! Can You Insure It? Yes!

What happens if you live longer than you expect? How do you make sure your funds last as long as you do? Do you invest in stocks? Bonds? Keep your money in the bank? Increased life expectancy is extending the time needed for our retirement funding, making sure our money lasts as long as we do has become the new “mantra” of the Baby Boomers.

By |2020-05-20T21:26:05+00:00April 29th, 2013|Annuities|