Downloads

Here is BONUS link to our Free Immediate Annuities- Pros and Cons Report .

To Receive our Special Reports, be sure to sign up for membership.  It's  Free.  Start with the form on the Right and we will email you the GLWB report. 

When you are ready to proceed with your annuity analysis and purchase, Make an Appointment.  You will recieve access to a password protected Download Page for:

• The Immediate Annuity Report

• The Fixed Index Annuity Report

• The Guaranteed Lifetime Income Benefit Report

• The Annuity Report

Why put these fantastic documents into a PDF Report? Glad you asked!!

We saved our best writing and most concise analysis for these special reports.  These are more in depth, without being technical, and really shine a light on these products.  We are in he business of selling annuities, but believe our customers should know as much as possible about these products before they make a commitment.  We consolidated all our knowledge and experience into these reports, and give them to you.

We know that when you purchase an annuity from us, you will have all the tools to make an Informed Decision, and will be buying the right product for your unique situation.

The following are Free Downloads referenced in various articles throughout this site.

• Here is a link to the Which 10% Do You Want Spreadsheet
• Here is a Link to the Fixed + Immediate Annuity VS GLWB Excel Spreadsheet
• Spreadsheet Here is a Link to the CD Vs. Annuity Spreadsheet
• Here is a Link to the Annuity A Vs. Annuity B Spreadsheet

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Equannuity:

For a period of time in 2008 and 2009 there was a market opportunity where you could borrow against your home at low fixed rates, and invest those finance proceeds into a fixed annuity at a higher guaranteed rate- you made a spread that was guaranteed and locked.  It was an incredible opportunity, however as Fixed Annuity yields are now too low, this window of opportunity has closed. 

We called this the Equannuity strategy  You are welcome to review our report and documents are here:

And Here is The MS Excel sheet that calculates the Yield for the Equannuity that you can use to input your own variables- be sure to Contact Us if you have any questions!

You may need Adobe Acrobat Reader 9 to view this- Get it here: