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Don’t Base Annuity Decisions on the Wrong Information

There’s no bones about it, retirement planning is hard. Many people don’t even have enough money to save for retirement and instead rely on government services like Social Security, Medicare and Medicaid. For those of us who do have the ways and means to save …

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How Clients’ Annuity Products Will Be Affected By DOL Rule

In the article, “5 questions clients may ask about the DOL fiduciary ruling,” LifeHealthPro’s Peggy Bresnick looks at the consumer’s concerns about the new regulations. Consumers are wondering how their investments might be affected as well as how their relationship with their advisor might change. …

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Interest Rate Increases Affect Annuity Products Differently

The annuity industry has been watching the movement of interest rates closely and expecting them to rise for years. Annuity pricing improves as interest rates increase, but it can be difficult for insurance companies to time their annuity strategies. It’s also difficult to time your …

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