An annuity is an insurance product that can provide you with a stream of payments for a set period of time, typically after you retire. The payments are made either for a specific number of years or for the rest of your life.
Learn more about annuities from our financial advisors below.
“You might be surprised to discover that much of what you hear about annuity products are either misleading or not true at all.” Steve Kerby Annuities are risk transfer products. . .
“If you are waiting for interest rate hikes before purchasing an annuity, you may want to reconsider.” Joe Edgeworth The Federal Reserve has begun declaring interest rate changes in the. . .
This is a story that most of us have heard before. Previously when you retired from your long-time employer, you received the “wristwatch “and your pension. Your pension plan was. . .
“If you want to create a lifetime income stream from your fixed index annuity you can either take a lump sum payment or turn it into a series of payments. . .
“It’s fantastic if you inherit an annuity, but you need to understand the tax implications and how to make them more favorable.” –Lyle Boss You cannot escape taxes if you. . .
“A “joint and survivor” annuity may provide greater peace of mind for couples over 65. You will need to do some research before you purchase, however.” Joe Edgeworth As you. . .
Does a Charitable Gift Annuity make sense for you? A Charitable Gift Annuity may be an option if you have big dreams and a big heart but a shrinking pocketbook. . .
“Many self-employed and career women are concerned about their retirement plans. However, there appears to be a profound disconnect between concern and action.” Eric Hutter For many women, traditional notions. . .
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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.
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Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.
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