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Finding the Right Annuity Product to fit Your Financial Puzzle

In “The right fit: Choosing the appropriate annuity,” Paul Hechinger of On Wall Street discusses the need for complete clarity in the annuity industry. He says that it’s important for advisors to fully understand their clients’ needs, how annuities work and each annuity products’ terms …

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401k Plans May Default Money into an Annuity Product

Many Americans will benefit from using a 401k annuity. By transferring some of your 401k funds to an annuity product, you can guarantee a lifetime income stream that you will not outlive. Some 401k plans are starting to default your funds into an annuity, something …

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Three Reasons To Buy An Annuity Product

In an article for Kiplinger, financial expert Lisa Brown gives three scenarios “When Buying Annuities Makes Sense.” She is one of many financial planners who used to be opposed to annuity products, but now sees value in the benefits they offer consumers. Too many people …

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Immediate Annuity Income Steady for Decades

In the Financial Post’s “The search for shelter,” Fred Vettese questions if investors are willing to sacrifice some return for guaranteed income in retirement.  Based on the responses to his previous articles, investors aren’t always fond of annuities or the insurance companies who sell them.  …

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