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Don’t Compare Annuities to Unlike Products

Andrea Coombes talks about the “3 annuity mistakes to avoid” in her article for Marketwatch from The Wall Street Journal.  Misunderstandings from advisors and investors alike keep them from using annuity products in their retirement planning.  Deferred and immediate annuities can really be a great …

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Refresher Course on Fixed Equity Indexed Annuities

As fixed equity indexed annuities become increasingly popular, I think it’s important to share some of the more basic information that I just found in “What you need to know about equity indexed annuities.”  Eric Taitz of Long Island’s Sayville-Bayport Patch explains how this contract …

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Even With A 401k Annuity, Most Have to Work Until 70

Around half of Americans should be prepared to work until they are 70 years old, according to BankRate’s article “Are you ready to work to 70?”  Jennie L. Phipps says that Boston College’s Center for Retirement Research determined this age by calculating the retirement readiness …

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Advisory Variable Annuity From Wells Fargo

Four insurance companies will be offering the new Advisory Variable Annuity from Wells Fargo.  According to a MarketWatch press release, Allianz Life, Lincoln Financial, Nationwide, and Pacific Life are all going to distribute Wells Fargo Advisors’ newest product.  The Advisory Variable Annuity is part of …

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