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See below for educational articles across the web about Annuities:


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


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


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


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


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


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


What Questions You Should Ask Before Purchasing a Fixed Indexed Annuity?

What should you do before sinking your hard earned money into fixed indexed annuities (FIAs)? First, get some background information on FIAs by doing some research. You should understand any financial product before plunking a portion of your retirement savings into it. Armed with that knowledge, here are six questions you should ask before purchasing  Click to Continue


What’s New For Retirement Accounts?

What’s new for retirement accounts? The new product is called a qualified longevity annuity contract (QLAC). What is a qualified longevity annuity contract (QLAC)? It’s a special deferred income annuity (DIA) for creating income inside a retirement account. DIAs are quite popular products. New IRS regulations may make DIAs even more popular by introducing this  Click to Continue