Article

A Longevity Annuity Means Never Outliving Your Money

A Longevity Annuity Means Never Outliving Your Money

Let us help you make sure you master all the details of your longevity annuity so you can decide if they will be an asset to your specific retirement plan. How does longevity insurance work? Longevity insurance solves longevity risk; you are solving for never outliving your money, which is a fear that a lot of people have. You're solving for that contractually.
Independent Annuity Advice With No Sales Pitches

Independent Annuity Advice With No Sales Pitches

Are you tired of being fed annuity advice with underlying sales pitches? Let us walk you through what to look for to create a retirement plan that works the best for your specific situation.What are the four types of annuities?
Don’t Miss The Mark On Long-Term Care Annuities

Don’t Miss The Mark On Long-Term Care Annuities

So what is a long-term care annuity? There are two types of long-term care annuities. The first type of long-term care gives coverage for you and your spouse or partner, including health insurance products that provide coverage.
Mastering Your Pension Plan

Mastering Your Pension Plan

A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer, how they work and how they've set things up, whether you can add your spouse or partner to that lifetime income stream. It all depends on who you're working for and who your employer was.
Creating A Master Plan For Your Inherited Annuity

Creating A Master Plan For Your Inherited Annuity

There are many misconceptions concerning Inherited Annuities. Make sure you’re informed enough to avoid making costly mistakes. Can you cash out an inherited annuity? If you're the beneficiary of an annuity owner, you have the opportunity with most policies, not all, to cash it out.
How To Master Deferred Income Annuities

How To Master Deferred Income Annuities

Do you know what makes a Deferred Income Annuity different? Let us guide you through what you should know, so you don’t let confusion get in the way of your retirement plans.
Are You Keeping Up With The Average Retirement Income

Are You Keeping Up With The Average Retirement Income?

Don’t let life catch up to you too fast. Let us help you make sure your retirement savings plan is prepared so your income can be the way you want it, without any hidden surprises. What is the average income of the average retiree?
How To Supersize Your Annuity Income

How To Supersize Your Annuity Income

Make sure you're getting the most out of your annuity income and not falling into the common traps of the industry, with these few simple things to focus on. How much does $100,000 annuity pay per month?
Annuity Age Restriction - How Young Is Too Young

Annuity Age Restriction - How Young Is Too Young

What Other Agents Won’t Tell You About Annuity Age Restrictions
How to Set Up Your Annuity Death Benefits The Right Way

How to Set Up Your Annuity Death Benefits The Right Way

There is no one-size-fits-all answer, and what’s right for you is based on your specific retirement planning needs.
Annuities In A Trust: How Does It Work

Annuities In A Trust: How Does It Work?

When looking into putting an annuity into a trust, make sure you are informed enough to avoid the bombshells and set yourself up for success.
401K Annuity: How It Fits With Your Retirement Plan

401K Annuity: How It Fits With Your Retirement Plans

There are many common misconceptions about the relationship between Annuities and 401ks. Make sure you know enough to decide how to create your perfect lifetime income stream.
Common Questions Answered about Inherited Annuities

Common Questions Answered about Inherited Annuities

First, not all inherited annuities are the same. If you inherit an annuity and you want to make a good decision, you could skip this article completely and just book a call with me and my team. And we will walk you through all of the choices that are available to you and give you some counsel on maybe which one you should choose based upon your specific situation
Annuity vs. Stock Market – Which is Better?

Annuity vs. Stock Market – Which is Better?

Believe it or not, I still get this question all the time. Only you know the right answer for your retirement planning.
Retirement Annuity: What Is the Best?

Retirement Annuity: What Is the Best?

The annuity industry has done a poor job educating the public on the history of the product dating back to the Roman Times, and the unique benefit proposition that only annuities can provide. That financial monopoly is...Lifetime Income.