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Our 7 Point Retirement Planning Checklist Has You Covered

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

Point to Point Annuity Crediting Method

Wednesday, April 5th, 2017 and is filed under Annuity News, Retirement Income Annuities

The Point to Point Annuity Crediting Method ExplainedA question we hear quite often is, “How does a fixed index annuity make money?” That’s a great question because there are a lot of options available when it comes to how your Fixed Index Annuity will earn money. These options are called crediting methods.

In this article, we will focus our attention on the Point to Point crediting method for fixed index annuities. In upcoming posts, we will discuss the monthly sum and the monthly average crediting methods. Read More

This Week in Annuity News

Saturday, August 23rd, 2014 and is filed under Annuity News, Retirement Income Annuities, Videos

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

This Week in Annuity News ~ Ending Aug. 16, 2014

Saturday, August 16th, 2014 and is filed under Annuity News

Latest Annuity News