Retirement Income The Right Way Report
For weeks, I have hinted that we had some exciting developments in the Secondary Market Annuities industry. Finally, here are some more details, and a completely updated Buyer’s guide too that outlines our totally revamped purchase process.
So what’s all this about?
Well, for years we’ve made SMAs a part of our financial planning. The [...]
One of the major challenges we face when helping people plan for their retirement is balancing the pressing need for lifetime income with the desire to leave an inheritance. These goals are both laudable, but not always compatible.
Inheritance planning presupposes an excess of assets- that is, you have more than enough for yourself and [...]
This week brings an important editorial from the Wall Street Journal on the continued overreaching and regulatory creep oozing out of Washington.
Today’s editorial, perfectly titled “The Financial Instability Council” discusses the bass-ackwards attempts of power hungry legislators to roll perfectly stable insurance companies up in a regulatory coffin and sink consumers with higher premiums [...]
"I did get the “Variable Annuities With Guaranteed Lifetime Withdrawal Benefit. Get the Facts before you Invest”. It is a fantastic report, very well written and much easier to understand than any similar report I’ve seen. Job well done. Thanks." Jim K.
Thank for your adroit analysis of annuities. Finally, a decision making tool that is designed for those who are trying to make prudent financial decisions regarding retirement. Ron P. DeFuniak Springs, Fl
Subject: Brilliant Article, Bryan Thank you for your clear headed analysis of the GLWB. I was just informed about this route to consider... and I just came circling back to what the underlying foundation was, and if it seemed to good to be true (as you pointed out) and if the upside was very good. I'm just beginning this process of investigation and really appreciate your candid, honest and informed article Karen, Ezine Articles Comment
Subject: The Annuity Report:
BRIAN, I READ IT IN IT'S ENTIRETY, IT IS GREAT, I AM SO GLAD TO HAVE THIS REPORT, THANK YOU EVER SO MUCH. HOWEVER, I HAVE SAVED IT IN FILE TO READ AGAIN. IT'S LIKE READING THE BIBLE FOR THE FIRST TIME, YOU MUST READ IT OVER AND OVER. Paul D. Houston, TX
Subject: Retirement Analysis:
In a word, your advice and profile looks... "SOLID" to me and in sync with my current situation and long-term goals. I am excited to find someone with your background whom I feel is giving me the straight scoop (for MY benefit) Don S. Dallas, TX