Recent Articles

Retirement Income- Variable Annuities etc…

Bankrate.com just released an article that talks about the way certain insurance companies are working to make variable annuities part of existing 401Ks.  Click here to read more. This is simply an attempt by the insurance industry to capture more assets by giving certain annuities greater market exposure. The benefits must clearly be in your best interest to make the additional... 

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Annuity Info

Trust, But Verify

We take a slightly different approach to Ronald Reagan’s motto.  We believe investors must be critical and learn how to Verify, before Trusting.  Read More →

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Annuity Tools

Buying An Annuity: 5 Critical Decision Tools

Any investor buying annuities must contend with a barrage of sales pitches, glossy brochures of happy couples walking on beaches, fearful Wall Street Journal articles about Ponzi Schemes and defrauded... 

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Annuity Vs CD

Annuity Vs CD

Which is Best? Annuity or CD? That answer depends entirely on what you have planned for the money.  There are advantages and disadvantages to both methods of saving.  And of course there are hybrid... 

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Retirement Income

Retirement Income

How are you planning for retirement income? What are some of the forces you are up against, and what do you need to be aware of for retirement income when making long term plans?  Read More →

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Annuity Cases

Case Study – Sales Tactics

How Bad Products are Sold to Good People: There is a clever way to spin information in an annuity contract to make it appear safer, more lucrative and less restrictive than it really is.  Read More →

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