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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 »
What Percentage of Your Portfolio Allocation Should Be Annuities?
Want to know just how much of your retirement nest egg you should consider for placement into annuities? The U.S. …Read More »
Annuities and Christmas – Do They Have Anything in Common?
Only Annuity Guys® like us would sit around the office and discuss topics like this… Annuities and Christmas – what …Read More »

Revealing Fun Video: Fiduciary Advisors Vs. Annuity Salesmen

MUST KNOW FACTS 90% of
ANNUITY ADVISORS AVOID TELLING!

Market Volatility is Back! Are MarketFree™ Annuities an Answer?
Timing is everything. Unfortunately, 99 percent people who say they are only in the stock market when it is going up …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 »
Ten Factors Determining the Least You Need in Annuities
One of the biggest challenges facing pre-retirees is knowing the amount of income they will need in retirement to live …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 »
Five Common Annuity Regrets to Avoid
Most of us have a few regrets in life… but seriously – annuity regrets??? Perhaps we have gone too far …Read More »
Why Should Anyone Rely on an Annuity?
By protecting your income foundation with an annuity or annuities — and including Social Security and/or a pension as non-commercial …Read More »
Are Hybrid Annuities too Complicated?
In our conversations with people considering annuities we often hear them repeat a phrase they have read or heard from …Read More »
Why are Annuities an Excellent Alternative Asset Class?
What goes up but does not come down? No, this is not the start of some riddle to be answered …Read More »

Can Annuities Create Your Highest Retirement Income?
Which of these two statements about retirement income do you find more appealing? My retirement income is contractually **guaranteed to …Read More »
Are 8% to 15% Returns an Annuity Scam?
“Eight Percent Annual Annuity Returns”… or even better! Before You Lock In Rates… Discover Up To 15% Income For Life …Read More »
Reduce Your Concern of Outliving Retirement Dollars!
Have you ever made a trip to the grocery store where you picked up a few items, walked up to …Read More »
New Social Security Cuts are Effective NOW
Last week, we had no idea that congress and the president would act so quickly on such an important issue! Social …Read More »
Give Money to an Internet Annuity Advisor! Are You Crazy?
We don’t work with crazy people (okay, maybe a couple, LOL), but we do work with a lot of sincere folks who …Read More »
Five Common Annuity Regrets to Avoid
Most of us have a few regrets in life… but seriously – annuity regrets??? Perhaps we have gone too far …Read More »
Exposing an Advisor’s Annuity Bias!
Would you allow your general practitioner to perform heart bypass surgery on you in their office? Since, after-all, he or …Read More »
Annuities versus Securities
When you build a house, you don’t start with the roof – you start with the foundation. For many retirees annuities help …Read More »

Hybrid Annuities have too many moving parts… Says Who?
What makes a Hybrid Annuity different from a Fixed Annuity? Answer: index strategies, an income rider, and the contractual **guarantees associated …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 »
Can a Hybrid Annuity Uncapped Index Pay Higher Interest?
Should annuity buyers be giddy because they can own an annuity with no limiting upside cap and of market loss? Well, maybe, …Read More »
Is a Pre-Issued Annuity right for you? – Part 1
This is a two part blog on Pre-Issued Annuities. In part 1 we will examine some of the reason why …Read More »
An Annuity for Valentine’s Day?
There are plenty of jokes about giving a gift that keeps on giving; but seriously, an annuity is a gift …Read More »
What’s Your Best Retirement Income Strategy?
Retirement encompasses many joys, fears, and unknowns. One of the biggest fears according to our field observations is running out …Read More »
Is an Old Variable Annuity Better than a New Hybrid?
“Don’t buy an annuity! The **guarantees they offer are often unnecessary and costly.” – has turned into “that annuity sure …Read More »
Annuity Income & Growth to Maintain Principal
Do you remember the first time you heard about annuities? It might have been in a nice restaurant hearing a presentation …Read More »
Relying on Annuities for Retirement Pensions
The private sector has been bailing on providing pensions for employees over the last few decades. Now, it appears legislation to …Read More »
Beware of Best Annuity Claims (also known as) Sales Hype!
When you begin research on annuities via the internet it does not take long before you realize that most salespeople, …Read More »