22 09, 2023

Frequently Asked Annuity Questions

By |2023-09-21T17:27:45-07:00September 22nd, 2023|Financial|0 Comments

Frequently Asked Annuity Questions Annuities can be helpful but complex investment vehicles. We want to help clear up some of the mystery. To do this, in this article, we will answer several frequently asked annuity questions. What is an Annuity? An annuity is a financial contract between you and an insurance company. In exchange [...]

5 07, 2023

Immediate Annuities

By |2023-06-29T17:05:00-07:00July 5th, 2023|Financial|0 Comments

Immediate Annuities Immediate annuities are policies purchased with a lump sum contribution. This is then converted into a guaranteed income stream that can last for a set period of time or a lifetime. These income payments begin immediately after the deposit of the initial funds. In this article, we will go over the different [...]

29 03, 2023

Equity Indexed Annuities

By |2023-03-28T13:06:25-07:00March 29th, 2023|Financial|0 Comments

Equity Indexed Annuities Equity-indexed annuities are a type of fixed annuity. They get their name because their interest is partially based on an equities index, such as the S&P 500. They provide an opportunity for higher returns than traditional indexed annuities provide. But they still provide the same risk protection. In this article, we [...]

30 09, 2021

How to Exchange a Variable Annuity

By |2021-09-30T10:20:45-07:00September 30th, 2021|Financial|0 Comments

How to Exchange a Variable Annuity If you purchased a variable annuity and found it is no longer the right fit for you, this article will explain how to exchange a variable annuity without becoming subject to surrender taxes or fees. Surrendering an Annuity If you are unhappy with your variable annuity, you may [...]

24 09, 2020

Mistakes to Avoid When Buying an Annuity

By |2020-09-24T14:50:33-07:00September 24th, 2020|Financial|0 Comments

Mistakes to Avoid When Buying an Annuity There are at least five common mistakes to avoid when buying an annuity. Annuities can be great financial planning and retirement planning tools. But not all annuities are created equal. This article is going to outline these fives mistakes so you can purchase the right contract for [...]

12 02, 2020

Shopping for an Annuity-Questions to Ask

By |2020-09-25T12:41:09-07:00February 12th, 2020|Financial|0 Comments

Shopping for an Annuity Shopping for an annuity may seem like an overwhelming and confusing task. But if you ask the right questions you can find an annuity that is right for you. In this article, we will go over the questions you should be asking and what type of answers you want to [...]

23 08, 2019

Variable Annuities

By |2020-09-28T13:29:04-07:00August 23rd, 2019|Financial|0 Comments

Variable Annuities Variable annuities are a type of investment that is sold by insurance companies. They offer tax-deferred growth and the potential for an income stream during retirement. In this article, we will go over exactly what variable annuities are, how they work, as well as their advantages and disadvantages. A Brief Explanation Variable [...]

28 12, 2018

Annuity Myths Debunked

By |2020-09-29T08:36:40-07:00December 28th, 2018|Financial|0 Comments

Annuity Myths Debunked   Annuities are an often-misunderstood investment option. They can be complex, and offer many different features, which scares some away from utilizing them. In this article, we will go over common annuity myths and debunk them. Myth 1: All Annuities Are the Same Annuities have a large range of options. There [...]

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