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How to Purchase Annuities

Forbes recently published an article called  “How to Buy an Annuity” by John Egan. This article includes tips to begin and continue the journey towards purchasing an annuity. A lot of retirees who could benefit from investing in annuities typically steer clear of them, and …

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Annuity Sales for Q1 At All-Time High, Limra Says

After record breaking sales in 2022, Q1 annuity sales for 2023 hit $92.9 billion, a 47% increase. Information from InsuranceNewsNet confirms that this is the highest quarterly sales ever recorded with results from LIMRA’s Preliminary U.S. Individual Annuity Sales Survey. “Market conditions continue to drive …

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Annuities Can Create A Pension-Like Income Stream

In a recent special for USA Today, investorplace.com’s Jeff Reeves asked “Can an annuity act as your pension plan?” The short answer is yes. The majority of Americans would rather have the cushy and simple pension plans of decades ago, but unfortunately those pensions are …

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Three Benefits are Drawing People to Indexed Annuities

Our own Andrew Murdoch, also President of Somerset Wealth Strategies, wrote an article for Marketwatch to explain “Why fixed indexed annuities are strong sellers.” Sometimes fixed indexed annuities are described in a too good to be true way. Yes, they offer principal protection while still …

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