Articles By Bill Broich

Bill Broich is a well-known annuity expert with over 30 years of experience. He has written hundreds of articles on annuities and other financial topics, and has been a featured commentator on TV, Radio and the Internet.
August 10, 2018

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Distribution fees in mutual funds are designed to cover ongoing marketing and support cost for services provided to owners of mutual funds. Distribution fees are paid to the sales organizations. . .

August 10, 2018

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An easy example of which to choose is based on a very hard-to-answer question. How long do I need the protection? One fundamental thing to understand is that life insurance. . .

August 10, 2018

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Imagine the life of a physician. Many years of study, financial hardships, long time periods as a resident, then a physician has to build a practice, investing more money and. . .

July 29, 2018

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The popularity of tax-deferred annuities has increased since the 1970’s into a natural choice for safe money alternatives for many Americans. The primary reason is the lack of exposure to. . .

July 18, 2018

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Bulls, bears, up, down, who knows? There are numerous indicators that the current stock market could be subject to a slip into a full-blown “Bear” market. This would convert to. . .

July 13, 2018

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The idea behind Medicare Part D to provide a consistent and quality flow of prescription drugs to Medicare participants is causing damage to the quality of their retirement. Out of. . .

July 7, 2018

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(Private conversation between a stock broker and a client) Client: Mr. Broker, since the first of the year, my account invested with your recommendation, the Dow Jones Industrial Average has. . .

June 29, 2018

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Fear and concern over yields with safe, secure money should be at the forefront for any retiree or person with limited resources. Especially if maintaining a current lifestyle is important. . .

June 28, 2018

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Planning for retirement requires understanding of your present situation and a focus on your goals. Mistakes are easily made and corrections are always necessary in order to meet the needed. . .

June 28, 2018

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A tax-deferred annuity provides tax deferral in which income tax on the yield on the original deposit of investment income is not charged during the investment period, as long as. . .

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