120+ Annuity Resources

Answers to all your questions are right here

David Novak
David Novak
Sep 23, 2018 6 min read

How does stock market loss protection work?After the last market crash many investors turned to annuities as stock market’s safety net. Fixed indexed annuities guarantee that your principle will not...

Frequently Asked Questions About Fixed Index Annuities
David Novak
David Novak
May 23, 2018 3 min read

The Internal Revenue Service allows you to replace your existing annuity or life insurance policy for a new one, insuring the same person, without paying tax on the investment gains earned on the orig...

What is a tax-free 1035 Exchange to annuity?
David Novak
David Novak
Mar 15, 2018 4 min read

Protection from market risk. Annuities guarantee financial stability of your investment against instability of the stock market fluctuation. Your principle investment is not going to incur any loss wh...

So, what do all annuities have in common?
David Novak
David Novak
Jan 18, 2018 7 min read

So what are the factors that make annuity products different? There are factors listed below that allow us to group annuities into several categories, however you should remember that not all annuitie...

How do annuities differ from one another?
David Novak
David Novak
Dec 19, 2017 12 min read

Key Takeaways 1 Fixed annuities and bonds both offer guaranteed...

Annuities Vs. Bonds for Retirement
David Novak
David Novak
Aug 25, 2017 7 min read

Principal ProtectionFixed annuity strategies provide full principal protection from market downturns and completely limit your stock market risk.Fixed rate annuities are CD-like investments issued by...

Annuity Strategies
David Novak
David Novak
May 14, 2017 9 min read

Selecting the right investment for your financial future can be an intricate process, especially in our ever-evolving economy today. Annuities, offering financial stability to retirees through a guara...

Is an Annuity Right for You?
David Novak
David Novak
Mar 17, 2017 5 min read

Many people are familiar with traditional certificates of deposit and use them as an investment vehicle because they are more familiar and accustomed with CDs. However, Tax-Deferred Fixed Annuities c...

Annuities vs. CDs
David Novak
David Novak
Dec 21, 2016 3 min read

Because there is no predictable method of determining how an Index Crediting Option will perform in any given contract year or over the life of the contract, it may be in your best interest to conside...

Which Crediting Method is Right for You?

Compare any annuity with 827 others from 100+ companies

$

No agent will call you

You might also be interested in

Financial Planning with Annuities After a Spouse’s Passing
7 min read
Financial Planning with Annuities After a Spouse’s Passing

It goes without saying that the passing of a spouse is an emotionally devastating occurren...

Monthly Point-to-Point Option
5 min read
Monthly Point-to-Point Option

The Index Credit Rate for this option is based on 12 monthly percentage changes in the S&P...

Annuities As A Retirement Income Option
4 min read
Annuities As A Retirement Income Option

GAO Report Suggests Annuities as Retirement Income OptionThe U.S. Government Accountabilit...

James Alden Experienced Annuity Educator
25 years experience
3,712 career consultations
4 slots free for today
scheduling.
Your Name
Your Phone
Thank you for your trust! I have received your contact information. Please wait for a call within 30 minutes. 😌