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The Evolution of Fixed Index Annuities

Monday, May 4th, 2015 and is filed under Annuity News, Retirement Income Annuities, Uncategorized

Evolution of Fixed Indexed Annuities (FIAs)In the world of retirement planning, Fixed Index Annuities or FIAs have grown up and weathered the storms of adolescence to become a well rounded and stable retirement income choice. A look at the history of these retirement income vehicles provide some key insights to how they have evolved to answer the income, growth, and legacy planning needs of millions of Americans. Read on to find out more about the beginnings of FIAs. Read More

Questions to Ask BEFORE Buying An Annuity

Monday, December 8th, 2014 and is filed under Annuity News, Retirement Income Annuities, Uncategorized

Annuity Contract QuestionsChoosing the right annuity to help support your retirement income needs can be confusing and a little intimidating especially when so many different kinds of annuities offer such a dizzying variety of contracts. To help simplify the process, here are six questions to ask before buying an annuity, regardless of whether it is variable, fixed, or indexed:

1. Should you put your money in an annuity or something else like a mutual fund? Read More

This Week in Annuity News

Saturday, September 20th, 2014 and is filed under Annuity News, Retirement Income Annuities

Latest Annuity News

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Real Estate Indexed Annuities

Wednesday, August 20th, 2014 and is filed under Annuity News, Retirement Income Annuities, Videos

A real estate indexed annuity is a unique product that is tied to the Dow Jones Real Estate Index. The Dow Jones U.S. Real Estate Index includes Real Estate Investment Trusts (REITs) and other companies investing in real estate through development, management, and/or ownership of real estate in the United States.

This four-part series is derived from the Safe Money Talk Radio and the Women Money and Power Talk Radio shows and takes an in-depth look at real estate indexed annuities. As you watch the videos, if you have any questions, please give us a call at 972-473-4700. Read More

What You Don’t Know About Equity Indexed Annuities Could Hurt You

Monday, April 28th, 2014 and is filed under Retirement Income Annuities, Uncategorized

In the past couple of decades, annuities have become more popular with financial advisors and retirees for retirement planning. In many cases, annuities can be a valued part of a well-diversified portfolio. However, there are also many characteristics of annuities that can make them undesirable or even hurtful in retirement planning. Annuities have evolved from simple pension replacement plans and CD alternative types of investments to include complicated investment vehicles that many advisors claim to deliver gains regardless of market performance. Often, it’s the claim of market returns without risk of loss that draws the prospective investor in for a closer look. Read More