VIDEOS SAY A LOT

“We all want a retirement plan that is ready for anything.” This thought often comes to mind and because fixed indexed annuities are a retirement savings vehicle that can help round out your financial portfolio, I thought to share with you four quick videos for a...

ENSURING INCOME

A few years ago the Government Accountability Office (GAO) issued a report that highlighted the role annuities can play in helping people secure enough income during retirement. The report, which I thought to share with you this week, references the fact that ensuring...

FOR RETIREMENT SAVERS

From time to time it is a good idea to review basics, and re-educate ourselves on all available options for planning and evaluating our retirement savings plans. This week I came across several educational videos on retirement planning and fixed indexed annuities that...

DO YOU CRAVE IT?

This week’s article tells us that people crave income in retirement, and that “the appeal of lifetime income is clear in a recent study: Six in 10 people ages 55 and older place a high value on having guaranteed income to supplement what they’ll get from Social...

NEVER FALL BELOW ZERO

This week’s article says that if you “need your earnings to never fall below zero or you want growth potential, coupled with principal protection from market loss or you seek a guaranteed minimum rate of return that never varies, regardless of market swing” then a...

RETIRE YOUR RISK

“You’ve lived with risk, don’t retire with it.” The opening line of this week’s article caught my eye and I thought it might do the same with you. If you are one of the many of Americans who “are concerned that they will either run out of money in retirement or risk...

TERMS

From time to time it is a good idea to review the meaning of terms used when we discuss products that may help you plan your retirement strategies. This week’s article does just that, and provides us with a clear glossary of annuity product terms. Call us as you plan...

MANY USEFUL PURPOSES

This week’s article lets us know that annuities can serve many useful purposes. “If you are in a saving-money stage of life, a deferred annuity can help you meet your retirement income goals, help you diversify your investment portfolio, and help you manage your...

PROTECTION FOR YOUR EGG

This week’s article tells us that FIAs protect your nest egg. “Nearly 90 percent of Americans lack confidence in their retirement savings (IALC data, October 2017). FIAs provide peace of mind and minimum guarantees. With FIAs, your principal is protected from market...

HEDGING AGAINST SOMETHING BAD

This week’s article spoke about annuities offering “a hedge against something bad happening to your money, like a huge loss in a stock market collapse. Instead of personally managing your money and assuming risks inherent in stocks and mutual funds, you buy an annuity...

FEATURED ARTICLES

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Educate Yourself

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Two

Understand the Basics

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Three

Who's who in a Fixed Index Annuity

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Four

Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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This commentary was created by a third-party for the Agent’s use. NTM 08-27.