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What is an Investment Strategy?

Pre-defined asset allocation models for variable annuities are appropriate for investors who do not want to actively manage their annuity sub-account portfolio, for lack of time, experience or confidence. If you decide to use a pre-defined asset allocation model, consider your age, estimated time until retirement, current financial stability, and tolerance for market volatility when selecting a risk profile (such as conservative, aggressive, etc.).

 

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FROM OUR BLOG

New Study: Which Annuity is Right For You?

A study recently conducted by Cannex, an independent company that facilitates the efficient and accurate exchange of pricing and analytics …

Planning to Purchase An Annuity? Consider This First

It seems as if annuities have been a hot topic again as advisers and investors continue to wonder when the …

Retirement News: Family Savings Act Passes House

Earlier this week, the Family Savings Act passed out of the U.S. House of Representatives by a 240-177 vote, according …

Brighthouse Financial Launches Two New Fixed Annuity Products

One of the country’s largest annuity and life insurance providers, Brighthouse Financial, is adding two new fixed annuity products to …

ARTICLES & GUIDES

Now May Be the Time to Convert Part of Your Traditional IRA to a Roth IRA

Thanks to the Tax Cut and Jobs Act of 2017, your tax bracket has declined this year, and that’s obviously a good thing …

Don’t Let Small Company Stocks Pass You By

As the stock market once again closes in on new records, annuity owners with non-annuity stock market investments should take a moment to …

Why the Appeal of Passive Stock Funds is Declining

Things change often in the financial markets, and sometimes these changes are significant. Just such a transformation has begun …

Plan Accordingly: At Best, Stock Market Likely to Do Nothing until November Mid-Term Elections

Here is a picture you might relate to. You’re a retiree with a respectable investment portfolio, including annuities, but you still periodically have to sell shares of stock …

Prepare Yourself: Volatility is Back, Probably Indefinitely

Life in retirement, at least the financial aspect, would be less stressful if you could just load up with annuities with lifetime income guarantees …

Don’t Delay Buying an Annuity Because You Think Rates Are Poised to Rise

Excited by a surging stock market and initial expectations that President Trump’s goal to…

Don’t Sell Because the Stock Market is Weakening

Out of the blue, the stock market has started to look shaky. Market volatility, of course, is common, but in…

Should You Worry That the Stock Market Keeps Setting Records?

This is a good time to review your total investment portfolio, whether you own annuities or not. If you’re an average…

We haven’t had a bear market in years, but one is coming at some point – it always does – and it is a bear market, in particular, that challenges investor confidence. As the market keeps declining, investors tend to worry whether it will ever end. It is a particularly nerve-racking experience for retirees living on fixed incomes.

The Downside of Holding a Concentrated Position

Most investors know a diversified portfolio makes great sense. It won’t produce a grand slam homerun, but it always…

Financial Freedom text on paper sheet with magnifying glass on chart mobile phone,compass, pen, on wooden table - business, banking, finance and investment concept

Another Advantage of Annuities: You Can Be More Aggressive with Non-Annuity Funds and Fare Better Long-Term

Financial advisor Curtis Cloke learned long ago that one way to sell annuities to wealthy near-retirees is to show them…

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

You may find an MLCD to be a good companion to your fixed annuity, which also has no market exposure and, reflecting the times, pays low interest rates…

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