Annuities

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Do I need Assets or Income?

Jun 26, 2020 | Annuities,  Investments
Lately, it seems as though many new clients that I meet with have the same worries. That worry is that they do not have enough money to retire when they want, and that their lifestyle will entail quite a bit less than what they have now. Eating cat food and living in a tar-paper shack […]

Understanding All the Moving Parts

Jan 1, 2020 | Annuities,  Investments
There are certain times that I will invoke the use of a fixed index annuity, or indexed universal life policy that have certain crediting strategies that appear too good to be true. The indexed annuity, or indexed universal life may be beneficial in certain portfolios for a portion of the overall strategy. If a client […]

I Hate Annuities Too!

Apr 30, 2018 | Annuities
I really don’t hate all annuities, but that statement “I hate annuities” is used by people to get your attention and divert you to what they are selling. Most people that I meet with regarding their portfolios have an opinion regarding annuities. But it is a common mistake to think that all annuities are the […]

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