Retirement Income The Right Way Report
We had a lovely experience over the weekend. A client called Friday afternoon, late, wanting an in-stock SMA for his mother. He’d been watching our list for a few weeks and made the mistake of reserving several cases from another vendor.
After 3 of his 6 cases from ‘the other guy’ fell apart, he called [...]
“Tapering Is Not Tightening”
That is the news of the day. What that means is that even though the Federal Reserve is tapering it bond buying and liquidity injection programs, rates are not tightening or rising.
This is a skillfully executed maneuver by the Fed. What it means for fixed income investors is that with [...]
In the Secondary Market Annuities world there are two methods of transfer currently in use in the industry. One is used on a professional and institutional level, which we now utilize exclusively. I’ll explain that in a moment. But first…
The Old Way Of Transferring Secondary Market Annuities
First, I wanted to explain a more [...]
"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