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IRA / 401k to Annuity Rollover Concerns
Many of the concerns people have with moving an IRA or 401k into annuities revolve around misconceptions with how the IRS treats …Read More »
Stocks, Bonds and Annuities – How Much in Each?
Remember making decisions this way, growing up, eeny, meeny, miny, moe, this may have been a helpful rhyme for making …Read More »
Why Hybrid Annuities Are Game Changers
Two recent studies discuss the overwhelming growth of annuities as a sought after financial product. LIMRA cited the significant growth in …Read More »

Revealing Fun Video: Fiduciary Advisors Vs. Annuity Salesmen

MUST KNOW FACTS 90% of
ANNUITY ADVISORS AVOID TELLING!

Is the Fiscal Cliff a Threat or an Opportunity for Annuities?
The “Fiscal Cliff” could have profound implications on the economy. Dick and Eric examine the potential impact on retirees and …Read More »
Top Five Reasons Not to Buy an Annuity
What are the top five reasons not to allocate funds to an annuity? Based on many years of experience and an informal office survey the top five reason …Read More »
Is One Million in Annuities or Securities Enough to Retire On?
If I had a million dollars, I’d be rich… but, would I be rich enough to retire for 30 plus …Read More »
Do Not Waste Time Considering Annuities, If You…
Do not waste your time considering annuities if you cannot find one of the following Annuity Profiles that matches your …Read More »
The Love Hate Annuity Relationship
Every financial product has negatives and positives, how these products are presented or utilized by companies and advisors can lead …Read More »
Are Annuities Best for Income or Growth?
You have heard the old saying, “you can’t have your cake and eat it too!” But what if you could? …Read More »
Avoid 50 Percent IRS Penalties on IRA RMDs Using Annuities
Uncle Sam wants YOU… The Internal Revenue Service (IRS) requires all traditional individual retirement account (IRA) owners to take a …Read More »
Top Ten Fixed Index Annuity Questions to ask Before Purchasing!
And now, here’s your Fixed Index Annuity TOP TEN Countdown… while we are definitely not the Casey Kasem version of counting down the top …Read More »

Lifetime Annuity Income: Annuitize or Control Your Money with Income Riders
Do you have to annuitize an annuity to get **guaranteed lifetime income? No, not if the annuity has an income rider. …Read More »
Why do 84 percent of Retirees want Annuities but only 14 percent buy them?
“You can’t always get what you want; but if you try, sometimes, well you just might find you get what …Read More »
Avoid Tax Moving IRAs and 401Ks to Annuities
Death and taxes may be certainties of life… but it doesn’t mean we should not do all we can to …Read More »
Tax Free Annuities – Limited Supply!
Tax Free annuities are entirely possible with some planning and knowledge about Roth conversions. One of the biggest negatives continually …Read More »
How Do MarketFree™ Annuities Work?
As you consider your overall strategy for retirement planning, one financial product to consider is a MarketFree® annuity. There are many …Read More »
1035 Exchange – Replacing an Annuity
Keeping the taxman at bay may seem next to impossible these days, however with annuities the IRS/Congress blessed us with …Read More »
High Annuity Rates or High Annuity Ratings – Which is Best?
Understanding the balance annuity rates and annuity ratings play in choosing an annuity is a key in making the best …Read More »
Five Early Annuity Surrender Options
There may be 50 ways to leave your lover, sings Paul Simon! And, there are at least five ways to …Read More »

Can Annuities Help You Avoid the 2016 Crash!
Can Annuities Help You Avoid the 2016 Crash?… Absolutely! If you think like many Americans and some economic experts that …Read More »
Are Annuity Complaints on the Rise?
Mom always said; “If you don’t have anything good to say, don’t say anything at all.” Well, we want you …Read More »
Are Annuity Fees, Surrender Costs, & Commissions too High?
I would wager that everyone has used the phrase “You get what you pay for” in describing a less than desirable …Read More »
Are Annuity **Guarantees on Their Way Down?
“It was the best of times, it was the worst of times.” Dickens often quoted opening to the Tale of …Read More »
Study Finds Near Retirees Get Crushed! Can Annuities Help?
A recent headline from the Yahoo Daily Ticker caught our attention – American Incomes Are Falling And Near-Retirees Are Getting …Read More »
The Love Hate Annuity Relationship
Every financial product has negatives and positives, how these products are presented or utilized by companies and advisors can lead …Read More »
Why are Hybrid Annuities so Popular?
What made fixed index annuities and hybrid annuities the fastest growing annuity type on the market according to a LIMRA …Read More »
What is the Best Annuity?
Are you trying to figure out which annuity will offer the best way to grow your money and safely generate …Read More »
Should You Buy Annuities in our Trump Influenced Bull Market?
What would Trump do? Do you think he might be the type to buy low & sell high? This sounds …Read More »
Choosing a Fixed Index Annuity
All fixed index annuities are hybrid annuities – fact or fiction? Fiction! Don’t let the sizzle fool you. You can …Read More »