The Deferred Annuity Option
By now most employees who planned to retire before the end of the leave year have either left or put in paperwork to do so.
Recent
Point: Advisors should not sell insurance or annuities
If you’re a financial advisor, you’re likely to agree that in providing prudent advice, you will want to review your client's insurance coverage.
What Is An Immediate Annuity?
An immediate annuity is an investment that turns your current retirement savings into future income payments.
Recent State Fiduciary Duty Developments: Alabama and Rhode Island Issue Regulations
Alabama and Rhode Island are the most recent states to issue regulations setting forth a best interest standard for annuity producers.
Why Annuities in this Low Rate Environment
If you buy an annuity now, aren’t you locking in low rates, and doesn’t that mean less value?
Fixed Annuity may be good option in uncertain market
In times like we’re currently living with some uncertainty and volatility in the market, fixed annuity might be a good option in financial planning.
Time Can Mess Up Your Client’s Retirement
The key for your retirement investing (current or planned), is to know that inflation exists.
