120+ Annuity Resources

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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 3 min read

Annuities and bonds are the two most popular ways to keep your retirement savings safely, however they provide very different benefits. A bond can provide guaranteed fixed interest payments for a cert...

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?
David Novak
David Novak
Oct 27, 2016 7 min read

$100,000 Lump Sum Investment Grows to...5 Years10 Years15 Years20 Years25 Years3% Tax Deferred*11,59313,43915,58018,06120,9383% Taxed Annually**11,12812,38313,77915,33317,0624% Tax Deferred12,16714,80...

Tax vs. Non-Tax Yield
David Novak
David Novak
Aug 22, 2016 11 min read

Most states have guaranty funds to help pay the claims of financially impaired insurance companies. State laws specify the lines of insurance covered by these funds and the dollar limits payable. Cove...

Life and Health Guaranty Associations
David Novak
David Novak
May 24, 2016 3 min read

Clients approaching retirement or already retired are seeking ways to minimize market risk on their retirement assets. Some may have suffered market losses and need time for them to recover. Incorpora...

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