Why Social Security Won’t Pay All Your Bills in Retirement

This article, Why Social Security Wont Pay All Your Bills in Retirement by John Maxfield, illustrates how drastic ...

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4 more answers every investor needs to know about annuities

Here is an article, by Daniel Williams on LifeHeatlthpro, that addresses some of the common criticisms of FIA’s, and provides data to refute these often unfounded claims, particularly regarding client ...

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Life Expectancy Record High

Photo: Mel Evans,AP According to USA Today, the latest findings for life expectancy in the U.S.A. is at all time record high. According the latest statistics in 2012 life expectancy ...

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Are Equity-Indexed Annuities a Safe Investment?

  Are Equity – Indexed Annuities a Safe Investment?  by: Jay MacDonald,  Foxbusiness.com “Complexity, cost and liquidity are the three biggest issues that investors need to be concerned about,” says ...

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8 Facts For Advisors

8 facts (for advisors) about annuities and consumers According to the survey, “71 percent of Americans said they would consider buying an annuity to meet a variety of needs, including ...

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The Most Popular Objections

If your clients best interest is always at hand; as a financial advisor,  you want to help your client understand the financial strategy that is presented to him or her. ...

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FIG 2016 Incentive Trip

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The risk of spending your retirement savings

  The risks of spending your retirement savings By David Ning 21 hours ago This article touches on the sequence of returns and the risks they can pose in the ...

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Annuity Ruling Could Spark a Chain Reaction

This news on the Treasury Department’s final ruling for DIA’s is noteworthy. And this 2nd article is on the effects in the market place are a must read! The Treasury ...

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Treasury Issues Ruling on Longevity Annuities

Treasury Issues Ruling on Longevity Annuities By Daniel Williams  July 1, 2014   Good news on the retirement front. Today, the U.S. Department of the Treasury and the Internal Revenue ...

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