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    Top Annuity Questions

    Is an annuity right for you?

    I Like My CD

    I like the idea of buying CDs, but rates are very low. I would like to put my money somewhere safe that could earn more interest, is not subject to stock market losses and is easily to understand.

    Protected a Portion of My Money

    I have weathered the market with my equity accounts. I know that the stock market has made a strong push and I have made a lot of money since the market hit the bottom. I believe that I may want to move a portion of my money out of the market to a safe vehicle for protection.

    My IRA Value

    I have an IRA or another retirement account that I am not going to use for a few years and my main goal is to protect the account value. I am more concerned about losing money than I am about large returns.

    I Think Rates Will Rise

    I have been sitting on the sidelines in a savings or money market account earning either a very low interest rate or no interest at all. I am interested in learning about fixed alternatives that will offer me more interest on my money and still offer protection from market loss.

    I Don't Have a Pension and I Want Constant Income

    I need income starting now or in the next few years. I am worried about outliving my money. I would like to have a guaranteed lifetime income and I would like to have access to my money in case of an emergency.

    Most Recent Blog:

    • What is an annuity? To understand how they work first you need to understand what an annuity is. In simplest terms, an annuity is designed as a long-term investment that grows tax-free (or tax-deferred) and can help you not outlive your income. It’s a contract between yourself and the insurance company that you choose for […]

    • 1035 exchange  annuity can be very beneficial when it comes to planning your retirement, especially, if you are searching for a way to generate a guaranteed stream of income.  While annuities can play a vital role in executing a well-rounded estate plan, if at some point you decide you need to switch one annuity for […]

    • Annuities are contracts between an individual and a financial service provider or insurance company. The way it works is you invest money in an insurance product or policy type and in return you receive a return, sometimes fixed and sometimes dependent on “the market”. You can also receive regular income over an agreed-upon period. Annuity Rates […]

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