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

Are Fee-Based Annuities Right for You?

In response to the Department of Labor’s fiduciary rule, which requires financial advisors to offer retirement advice that is only in their clients’ best interests, the annuity industry has introduced a new generation of product. Several big time insurers, including Lincoln Financial Group, Pacific Life …

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New Tax Credit Proposal to Encourage Retirement Saving

Many financial experts agree that Americans aren’t doing enough to prepare for retirement, and more should be done to encourage them. One such professional is Robert Klein, financial advisor and founder of Retirement Income Center in Newport Beach, California. According to a recent article in …

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Avoid Bull Market Risk with Annuities

Many investors have a specific asset allocation in mind when it comes to their retirement portfolio. And just like most other aspects of investing, there are many varying opinions on the “right” one. Your investment strategy will take into consideration your risk tolerance, goals and …

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