An Easy Explanation of Fixed-Index Annuities

How to easily understand fixed-indexed annuities. I joke around because insurance carriers are great at taking something so simple and making it complex, but picture this before we get started. Let's say you're on a road trip with your friends driving through the Mojave Desert. Everything's great. No complaints. As the miles go by on [...]

By |2024-01-12T16:13:00+00:00January 12th, 2024|Annuity Information|0 Comments

September 2023 Best Fixed Savings Rates:

If you like to save money these are the highest rates for savers in over 20-years. Fixed annuities offer savers a chance to earn interest higher than CDs and other bank products. They also provide principal protection from market volatility, which is especially important for investors close to or in retirement. While fixed annuities have some advantages, they [...]

By |2023-10-04T19:30:02+00:00October 4th, 2023|Annuity Information|0 Comments

Maximizing Retirement Income: The Connection Between Social Security Optimization and Reverse Mortgages

As reverse mortgage professionals, it is essential to understand how Social Security optimization and reverse mortgages can work together to help you maximize your retirement income. By incorporating these strategies, you can achieve a well-rounded financial solution to maintain your lifestyle and financial security. This article will discuss the connection between Social Security income [...]

Do You have an IRA or 401-k? Read this About Adding an Accumulation Annuity to it.

I would like to share with you a unique strategy to grow and access your money in retirement. It is called the accumulation-focused annuity strategy. The “Accumulation Annuity” strategy, many people with qualified accounts such as a 401(k) and IRA will invest a portion of their future retirement dollars from their IRA or 401-k [...]

By |2023-05-13T16:52:30+00:00May 13th, 2023|Annuity Information|0 Comments

Are You Looking For High Savings Rates – Check Out This Article

May 2023 Best Fixed Savings Rates: If you like to save money these are the highest rates for savers in over 20-years. Fixed annuities offer savers a chance to earn interest higher than CDs and other bank products. They also provide principal protection from market volatility, which is especially important for investors close to or in retirement. While [...]

By |2023-05-11T11:51:33+00:00May 10th, 2023|Annuity Information, Savings Plans|0 Comments

Is an Annuity Right for You?

  I'm going to ask you the question, is an annuity right for you?  I receive many questions about why annuities are good.  I am going to break this question down into three different sections. What an annuity will not do, what an annuity will do, and then, I will focus on the “Why” annuities [...]

By |2023-03-11T17:23:03+00:00March 11th, 2023|Annuity Information|0 Comments
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