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February 20, 2019

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A Real Estate Investment Trust, or REIT, is a real estate company that offers common shares to the company, thus giving those on the “outside” the opportunity to invest in. . .
February 20, 2019

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How ignorant are those who don’t understand annuities and yet think they are experts A year or so ago, an article written by stockbroker, Brooks Rhys, made a clear and. . .

February 20, 2019

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What Your Broker Doesn’t Want You To Know About Variable Annuities Disclaimer: In the early part of my career, I was licensed to sell variable annuities; I no longer maintain. . .

February 19, 2019

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A safety net can be important when things go bad Several noted economists and distinguished investors are indicating a bumpy ride ahead for the stock market, not only in America. . .

February 18, 2019

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Section 1035 allows owners of annuities (and life insurance) the opportunity to exchange an older annuity contract for a newer contract that may offer features more in line with current. . .
February 18, 2019

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Do You Think You’re an “A” List, Whale, Big Fish, Top-Tier Client to Your Advisor with the Amount of Funds You Have with Them Now? Over the years, I have. . .

February 18, 2019

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Live long, prosper and enjoy lifetime income regardless how long you live Who doesn’t want to live a long time? As long as a person if healthy, living a long. . .

February 18, 2019

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Just imagine someone saying to you: “Mrs. Jones, how would you like to buy a sugar loaf, this sugar loaf is very unique, when you add sugar to your sugar. . .
February 18, 2019

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The future is now!  Income riders are flexible, adjustable and customizable. Do you remember as a child attending the local county fair and having your future read by “Madam” Zowee? I. . .

February 17, 2019

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A bank guarantees the deposit and interest on a bank CD, with a fixed interest annuity, the insurance company guarantees the product. There is one basic different between a bank. . .

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