Attributes and Market Conditions Fuel Fixed Index Annuity Growth
Desire for safety and fear of markets’ relapse incent retirees to add annuities to their portfolios
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Insurer Contracts Rewards Indexes’ Gains, Protects Against Losses
Index-based annuities offer growth potential, loss protection and customization suitable for qualified retirement plans.
The Mortality Revolution
Longevity is the #1 Risk in Retirement
Lack of Expertise Undermines Inexperienced Retirees
Do It Yourself Retirement Planning Can Be Dangerous
The Truth About Mutual Funds Real Returns After Fees
Many investors Appear Unaware of the Fees Associated with Their Funds
Stagnant Interest Rates Have Their Own Risk
Stable Interest Rates Does Not Equal Financial Stability
Unpredictable Market Volatility Have Clients in a Quandary
Experts Attempt to Anticipate Market Disruptions As Clients Determine Their Risk-Tolerance
The 4% Withdrawal Rule Died With Market Volatility & Longevity
The 4% Withdrawal Rule Died With Market Volatility & Longevity
The Tax Advantages and Economic Leverage of Life Insurance
Used Correctly Cash Value Life Inusrance Can Add Significant Value to Your Retirement Plan
Passing an Inheritance to Family and Charities Is Your Legacy
The Tax Advantages and Economic Leverage of Life Insurance May Be the Optimal Way to Transfer Wealth
Tax-Free Life Insurance Offers Different Investment Options
A Risk-Tolerance Test Help Determine the Investment Suitable for You
Tax-Advantaged Products Help Manage Taxes during Retirement
Managing Taxes with Non-Qualified Monies in Retirement Increases Cash Flow
The Mortality Revolution’s Impact on Financial Products
Living Longer Is Affecting the Price of Mortality Products
What Are You Worth? As It Turns Out—a Lot
Calculating the Human Value of Lifetime Earnings
Don’t Worry Retire Happy
The Pursuit of Happiness in Retirement is the Overall Goal of Retirees
For Most Seniors, Paying for Elder Care Inevitable
Assisted Home Living Is Now the Target Market for Long-Term Care
Guaranteed Lifetime Income Sources for Retirement
Create Financial Security with Guaranteed Lifetime Income
The Future Shock in Retirement: Inflation
The Power of Your Purchasing Dollar Devalued
Have a Retirement Plan that Integrates with Social Security
In Retirement Planning, Everything Is Correlated
The Seven Simple Steps to Retirement Success
Most Seniors Need a Track to Run On In Retirement