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Life/Annuities Insurance Topics
The Top 10 Reasons NOT to BUY Equity Indexed Universal Life
This article with video provides insight into the areas you should focus on when selecting a preferred financial vehicle.
Using Annuities to Help Create an Income Floor
This article/video explains how an annuity can be utilized to create guaranteed income to cover both your essential and discretionary expenses while in retirement.
Where should you put your money, your 401(k) or an IUL
The 401(k) has become the standard-bearer for retirement savings accounts. While many people enjoy the immediate tax deferral benefit, they often times do not think of the significant tax liability they could incur later on in their life. An indexed universal life (IUL) policy has been making waves in the financial industry due to its three tax benefits that no other financial vehicle can offer: (1) tax-deferred growth, (2) tax-free distribution, and (3) tax-free wealth transfer. Yet many still defer back to the 401(k) option.
College Funding: Using Indexed Universal Life
Families can take to reduce their Expected Family Contribution (EFC) by utilizing an Indexed Universal Life (IUL) contract.
Using an Annuity to Overcome Four Retirement Income Risks Part 1
When thinking of guaranteed income during retirement, there are really only three places you can select from: (1) Social Security, (2) pensions, and (3) annuities. While the first two are very well known (and depended on!), annuities also have the ability to provide you the benefit of predictable income and give you peace of mind. In this article goes over a sample Your Retirement Income Report that compares the account values of a S&P 500 portfolio against a fixed index annuity (FIA) and shows you how they may perform throughout your retirement.
Using an Annuity to Overcome Four Retirement Income Risks Part 2
When thinking of guaranteed income during retirement, there are really only three places you can select from: (1) Social Security, (2) pensions, and (3) annuities. While the first two are very well known (and depended on!), annuities also have the ability to provide you the benefit of predictable income and give you peace of mind. In this article concludes the 2-part series about Your Retirement Income Report and demonstrates how a fixed index annuity (FIA) may help reduce - or completely eliminate - the shortfall of income so many people experience once they are in retirement.