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...
[Read more...]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 →
[Read more...]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...
[Read more...]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...
[Read more...]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 →
[Read more...]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 →
[Read more...]Annuity Straight Talk
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 →
So you’re looking for high yield safe investments for your retirement…. What are your options? Read More →
Does market volatility leave you confused when trying to calculate your annual investment returns? Or, is a flashy piece of marketing making it hard to calculate the actual gain you can expect? Investment...
More Featured Category PostsAnnuity 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...
We think the Annuity Surrender Schedule is the single most important component of an Annuity, and want you to know why. Pay close attention. Read More →
Want to know why we think the Annuity Interest Rate is the most important component of an Annuity, after the Surrender Schedule? Read More →
More Featured Category PostsAnnuity 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...
Certificates of Deposit or CDs are a great place to put money, right? Well, the answer depends on if you are the bank or the customer. Read More →
So you’re looking for high yield safe investments for your retirement…. What are your options? Read More →
More Featured Category PostsFinancial Ground Rules
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 →
Certificates of Deposit or CDs are a great place to put money, right? Well, the answer depends on if you are the bank or the customer. Read More →
Money is a tool that institutions and companies use to make more money. Obviously, the less your money costs a company, the more profits the company can make with your money. Of course they have to pay...
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