by Laurel | Feb 16, 2021 | Annuities, Retirement
We all struggle with security/insecurity . Personally, I worry about what others think of me. Did I say something wrong? Why am I “weird”? What does “quirky” mean? Is “quirky” a good thing? (Okay, I might have just revealed a...
by Laurel | Jan 20, 2021 | Indexed Annuity
Avoid the turbulent water of the market with smooth sailing with an Index Annuity. Let’s face it, Index Annuities can be confusing to say the least. In sum, index annuities provide you with upside potential with protection from losses in the market. As you near...
by Laurel | Sep 16, 2020 | Annuities, Income Rider, Indexed Annuity
5 Reasons to Consider an Annuity in your Retirement Portfolio When people think the word “annuity”, they think of something that will lock their money up indefinitely and the only way that they will have access is through a series of periodic payments. While this can...
by Laurel | Jun 30, 2020 | Annuities, Income Rider, Indexed Annuity
Why do you have to lose? You don’t! Do you ever wish you could only reap when the market makes money, without having to participate in down risk? Index Annuities allow you to achieve such strategy! First and Foremost, Equity-Indexed Annuities are not to compete...
by Laurel | Mar 6, 2020 | Income during retirement, Insurance and Retirement Planning, Retirement, Retirement Planning
I hear a lot of clients talk about how well the stock market has been doing since the crash of 2008. “Oh, yeah! Ive made all the money back and then some!”… the same ole story. But let me ask you this: What if you were having to take income during...