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Retirement Planning: Thinking Outside the Box

Do you find yourself buying the same make of car as your dad always did? Do you prefer a certain brand of coffee or tea because it’s what your mom always drank? Perhaps you gravitate towards a particular fashion label because growing up, it’s all …

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Annuity Study: Gap Exists Between What Consumers Want and What they Buy

The 3rd Annual Guaranteed Lifetime Income Study, completed recently by Greenwald & Associates and Cannex, has given some valuable insights into the misconceptions facing the annuity industry. According to a recent article from InsuranceNewsNet, retirees and pre-retirees show great eagerness in being presented with a …

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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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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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