Guaranteed Annuity Rates

By | September 23rd, 2016|401k Plans, 403b Plans, Annuities, Financial Security, IRA, IRA Plan, Mutual Funds, Retirement Benefit, Retirement Plan, Retirement Plans|

Our Promise: Only one (1) licensed agent will see your information. Find out why Ben Bernanke, Former U.S. Federal Chairman, owns 2 annuities which represent the largest percentage of his [...]

Transfer More Wealth

By | September 19th, 2016|401k Plans, 403b Plans, Annuities, Financial Security, IRA, IRA Plan|

Case Study on how to transfer more wealth than you have to your beneficiaries: Meet Mary. Mary has been retired for ten years and through responsible planning, she’s been able to enjoy her [...]

Fixed IRA

By | September 15th, 2016|Retirement Plans|

We would never share or sell your information. Call us today toll free 1-888-992-0097 or fill in the form below to get a Individual retirement account also known as an IRA what gives you 10% [...]

CalSTRS Benefits Planning

By | September 15th, 2016|403b Plans, Annuities, Financial Security, IRA Plan, Retirement Plan, Retirement Plans|

We share your CalSTRS retirement goal – a secure financial future. Whether you’re just starting your career or you’ve been enjoying it for a while, we are here to help you navigate your CalSTRS benefit [...]

How the Indexed Annuity Works

By | September 2nd, 2016|401k Plans, Annuities, Financial Security, IRA Plan, Retirement Benefit, Retirement Plan, Retirement Plans|

How the Indexed Annuity Works Indexed annuities, like other fixed annuities, are insurance contracts. Although the word “equity” is sometimes used as part of the name and this type of annuity's primary feature involves returns [...]

Annuity Interest Rate Strategies

By | September 2nd, 2016|Retirement Plans|

Annuity Interest Rate Strategies Although we generally classify annuities as declared-rate, indexed or variable based on the manner in which they credit interest, there are many approaches that insurers may take with respect to interest [...]

Fixed Annuity Settlement Options | Index Annuity Settlement Options

By | August 30th, 2016|401k Plans, Annuities, Financial Security, IRA Plan, Mutual Funds, Retirement Benefit, Retirement Plan, Retirement Plans|

Income distributions Various settlement options Period certain Although straight life annuities provide the highest level of periodic payments, the fact that payments cease upon the annuitant’s death — even if only one payment has been [...]

How fixed, variable, and index annuity contract provisions affect you.

By | August 30th, 2016|401k Plans, Annuities, Financial Security, IRA Plan, Mutual Funds, Retirement Benefit, Retirement Plan, Retirement Plans|

How fixed, variable, and index annuity contract provisions affect you. Income distributions Various settlement options Cash refunds A cash refund annuity is a life annuity that, in addition to guaranteeing that periodic payments will continue [...]