Friday, July 7th, 2017 and is filed under Annuity News, Retirement Income Annuities, Uncategorized
When considering buying an annuity, one thing you’ll certainly want to keep in mind is that an annuity product guarantee is only as good as the financial strength and claims-paying ability of the issuing insurance company. Therefore, you will want to compare the best annuity companies and take great care when choosing an annuity provider.
At Annuity Watch USA, we fully understand your need to research annuity providers, so we’ve put together some great tools to help you compare annuity companies and make the best choice possible for your annuity purchase. Read More
Friday, June 16th, 2017 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities, Videos
Do you have a retirement planning checklist that is up-to-date? Unfortunately, most people don’t, and what’s worse, they don’t even have a retirement plan in the first place. Here is our 7-point retirement planning checklist: Read More
Wednesday, March 1st, 2017 and is filed under Annuity News, Retirement Income Annuities
Though saving with a 401(K) is easy and you get a tax break, there is also something to the adage that it is possible to have too much of a good thing. Here are three good reasons to think outside the 401k box: Read More
Thursday, September 1st, 2016 and is filed under Financial Planning Tips, Uncategorized, Videos
September is Life Insurance Awareness Month, so now is a great time to determine if you need life insurance, how much you need, and what type of life insurance you need. Fox News Good Day Sunday interviews financial professional, Cathy DeWitt Dunn to discuss life insurance and how it has evolved into what it is today. Read More
Tuesday, August 2nd, 2016 and is filed under Financial Planning Tips, Retirement Income Annuities
Everyone is unique and so are retirement plans. A good retirement plan is fashioned specifically for an individual or family, so to cover all the options in one article would be next to impossible. In light of that, we’ve put together and elaborated on five retirement planning tips to help you secure your golden years. Read More
Tuesday, March 3rd, 2015 and is filed under Annuity News, Retirement Income Annuities
This year marks the 20th anniversary of the introduction of fixed indexed annuities (FIA). It’s been a ride of fits and starts . The history of the FIA passed the landmark 2014 juncture by marking an explosive threshold: $47 billion in FIA sales according to Beacon Research.
Since 1995, some $400 billion in fixed indexed annuities have been sold to millions of investors. As this history traces into the future, it’s instructive to explore the foundational roots of this powerful financial instrument. Read More
Tuesday, June 10th, 2014 and is filed under Financial Planning Tips, Videos
With severe weather season approaching, now is the time to make sure you have the insurance policies that you really need. Look at your homeowners, renters and auto insurance, but don’t forget life insurance as well. Being underinsured can put your family and your finances at risk. Read More
Monday, February 18th, 2013 and is filed under Uncategorized
An inside look at a wealth-transfer strategy your financial advisor may not know exists
A tired old cliché says the two things you can’t avoid in life are death and taxes. It may be uninspired and a little depressing but, unfortunately, it’s mostly true. Americans are taxed for just about everything. And, if you have been fortunate enough to accumulate some wealth over your lifetime, you are even taxed for dying…the ultimate double whammy of the seemingly unavoidable.
Luckily, exposure to the “death tax” doesn’t have to be completely terminal. If you have built up a good amount of assets in your Individual Retirement Account (IRA), you may be able use a little understood life insurance product to help ease the death tax burn. Read More