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Speak with a Registered Agent: 1-866-223-2121

Suitability Standards for Annuities

One of the biggest concerns that people have with annuities is the problem of unethical advisors selling investors products that aren’t right for them.  The National Association of Insurance Commissioners (NAIC) approved regulations last year to protect investors from such practices.  The Suitability in Annuity …

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Use An Indexed Annuity for Retirement Planning

Retirement planning is kind of like working out, something we know we should do but too often put off or ignore.  Compare annuities, 401k plans, Social Security payouts, and IRAs to plan for your retirement before you find yourself in a bind.  Most Americans are …

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Tax Benefit of Annuities

Some tips for reducing your taxes were recently posted in the RIS Media article “7 Year-End Tax Planning Tips.”  The informative tips come from Ken Rubinstein of New York law firm Rubinstein & Rubinstein.  Gifting money to children or others is the best way to …

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Four Companies Rule Variable Annuities

Prudential Financial Inc., MetLife Inc., Jackson National Life, and TIAA-CREF were the top four sellers of variable annuities through the first three quarters of this year, according to The Wall Street Journal.  “Variable Annuities’ Giants Grow,” by Leslie Scism and Erik Holm, points out that …

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