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Longevity Annuity Eliminates Unknowns in Retirement Planning

Michael Kitces published an article for Bank Investment Consultant explaining how “This tool can take the mystery out of retirement planning.” The took he is referring to is an annuity product, in particular a longevity annuity. The uncertainty of our life span is one of …

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Longevity Annuities Help Solve for Longevity and Market Risks

Market volatility has been brutal to many Americans’ savings and retirement planning. Interest rates have been low for a long time and the market hasn’t exactly been stable so far this year. These things are making many people question the stability of their retirement. According …

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Annuities Offer Benefits, But Ask Questions Before Purchasing

In a recent article for The Wall Street Journal, the American Association of Individual Investors’ Charles Rotblut offered “A Guide to Avoiding the Biggest Annuity Mistakes.” Annuities confuse many people, so it is the responsibility of advisors and insurance companies to make sure that these …

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Don’t Generalize Annuities as Good or Bad

Jefferson National’s President Laurence Greenberg wrote a rebuttal to anti-annuities Ken Fisher in an article for Think Advisor. Greenberg says that “Annuities Are Neither Good nor Bad – as Long as Clients Come First.” In the Q & A with Fisher, he basically said that …

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