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See below for educational articles across the web about Annuities:

 

Fixed Annuities, Simply Said

In years past, workers could count on monthly income from company pensions or retirement plans to provide retirement income. No longer. Present day retiring Baby Boomers are in search of that guaranteed income. Fixed annuities, simply said, are designed to guarantee income, offer peace of mind and provide protection. Nearly 90 percent of annuity owners  Click to Continue

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Annuities: Benefits and Limitations

Annuities are controversial. It’s a love-hate affair in the investment world. Let’s take a closer look at the five most common types of annuities benefits and limitations to determine if a particular annuity is a good option for your financial plan. Fixed Annuities – offer investors a fixed interest rate on their investment for a  Click to Continue

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Why do Baby Boomers Love Fixed Annuities?

Annuity sales are at their highest level in three years and fixed annuities have hit sales numbers not seen in five years. What’s behind this trend? Baby boomers. These near retirees have been wise with their money and are increasingly aware of the need for lifetime income sources. Fixed annuities have healthy interest rates when  Click to Continue

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5 Common Mistakes to Avoid When Investing in Annuities

Investing in annuities can be tricky. Since annuities are contracts with insurance carriers, you need to understand how these contracts can work to maximize the benefit they can provide to you. You also need to know how to help avoid mistakes that can occur when purchasing an annuity. There are 5 common mistakes I see  Click to Continue

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What is Annual Reset and Why do I Want it?

This is an educational video brought to you by Retirement Servicing Group and Cal Burgess. This video shows how annual reset can work within either an Indexed Universal Life policy or Fixed Indexed Annuity. This is a core concept within many safe money vehicles designed to protect your money moving forward. Annual reset is the most effective  Click to Continue

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Seven Reasons to Love Annuities

Baby Boomers rule! Their numbers are large and their money is substantial. They may list “having good health” as their # 1 retirement concern, but it is closely followed by # 2, “being financially secure”. Secure, safe, protected. This group longs for guarantees. Guarantees that will change the annuity industry forever. According to Stan Haithcock,  Click to Continue

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What Are Annuities?

You’re a first time investor, female, sixty years old. Your financial planner mentions annuities. You’re thinking, “What are annuities”? The homework begins. An annuity is a contract between you and an insurance company that requires the insurer to make payments to you. A lump-sum payment or a series of payments. Payments either immediately or in  Click to Continue

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