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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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Do you know why Annuities are Lousy Investments?

Over the last decade of specializing in annuities, we have seen these retirement products compared to all sorts of things.  In particular, annuities seem to always be compared to investments such as stocks, mutual funds, real estate, REITs, and commodities. Do you know why annuities shouldn’t be compared to these type of investments?  More importantly,  Click to Continue

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