120+ Annuity Resources

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...

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...

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...

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...

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...

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 ...

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...

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...

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...