“A bank executive talked my 90-year-old mother-in-law into purchasing an annuity to increase her yield from a CD. Is this a mistake (considering her advanced age), or was it a good move to avoid probate in the case of her death?” Whether the annuity purchase …
More than half of financial advisors think that annuity products are important in the investment plans of their middle income clients. LIMRA just performed a study detailing this and other findings, the results of which are written in Banker & Tradesman’s “Most advisors approve of …
For more than twenty years, research and consulting firm Dalbar has come up with a list of the companies offering the best annuity service. Their list for 2011 includes both big and small names, but all of the winners have the best customer service in …
Honesty is the best policy when it comes to filling out the medical forms related to your annuity products. According to “Annuities: Medical Conditions May Offer Income Boost,” Nikki Hart of the UK’s Pension Calculator says that health problems could get you better annuity rates. …
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