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Bonds vs. Annuities: New Research Seems to Settle the Debate

Most investors have three goals when it comes to their money: they want growth, safety and liquidity. Finding an investment that provides all three is near impossible and therefore one of the biggest challenges in financial planning. For those nearing retirement, finding the right portfolio …

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LIMRA Predicts Drop in Annuity Sales

After the fate of the DOL fiduciary rule was decided and it was determined that the implementation date is indeed quickly approaching, LIMRA released its forecast for sales of U.S. annuities, and it isn’t all sunshine and rainbows. Overall, the group predicts that individual annuity …

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Fixed Index Annuities

How can you maintain a conservative investment approach while reaping potential benefits from financial markets?  Fixed Index Annuities might be a great option for you.  FIAs are tied to market performance, usually the S&P 500, and have higher returns than bonds, CDs and money market …

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