120+ Annuity Resources

Answers to all your questions are right here

David Novak
David Novak
Mar 10, 2016 5 min read

The Index Credit Rate for this option is based on 12 monthly percentage changes in the S&P 500® Index over the course of a 12-month period. Each month’s positive percentage change is limited by a C...

Monthly Point-to-Point Option
David Novak
David Novak
Sep 16, 2015 6 min read

Market Volatility: Looking for OpportunityIn Chinese, the word "crisis" is composed of two parts. One symbolizes "danger;" the other represents "opportunity." If you can keep your head while all aroun...

Market Volatility
David Novak
David Novak
Jun 06, 2015 4 min read

GAO Report Suggests Annuities as Retirement Income OptionThe U.S. Government Accountability Office (GAO) reports that financial experts typically recommend that middle-net-worth retirees use a portion...

Annuities As A Retirement Income Option
David Novak
David Novak
Apr 09, 2015 3 min read

Find out which one is best for you.It can always be a bit challenging trying to decide which is the best way to invest your money for retirement. You understand the importance of diversifying your por...

Fixed Deferred Annuity vs. Bank CD
David Novak
David Novak
Feb 14, 2015 3 min read

Are nearing retirement or are retired (age 55+)You may be interested in adding to your retirement nest egg.Are looking for guaranteesYou may like the issuing insurance company’s guarantees of stabil...

Is a Fixed Indexed Annuity Right for You?
David Novak
David Novak
Dec 12, 2014 13 min read

A Living Trust is not really complete without utilizing the control and asset transfer benefits of a fully funded living trust.It is common knowledge that the primary purpose of an annuity is to help ...

Benefits From Living Trusts
David Novak
David Novak
Sep 08, 2014 7 min read

A chocolate cake. Pasta. A pancake. They’re all very different, but they generally involve flour, eggs, and perhaps a liquid. Depending on how much of each ingredient you use, you can get very diffe...

Balancing Your Investment Choices with Asset Allocation
David Novak
David Novak
May 09, 2014 28 min read

1035 Exchange: A tax-free transfer of an Annuity contract from one insurer to another. A good reason to switch insurance companies is to lock in a higher return rate. Although a 1035 transfer is tax-f...

Annuity Glossary
David Novak
David Novak
Apr 03, 2014 3 min read

The Index Credit Rate for this option is based on the percentage change in the SP 500® Index over the course of a one-year period. Any year's positive percentage change is limited by a Cap Rate, whic...

Annual Point-to-Point Index Crediting Option
James Alden Experienced Financial Advisor
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. 😌