Recent market volatility resulting in portfolio declines has once again lead to a demand for safe, insured investments. With so many investment options available, many conservative minded consumers want accounts that guarantee principal, investment growth and/or lifetime income. We assist retirees who are in search of a safe place to invest retirement portfolios, IRA’s, 403(b)’s and 401(k)’s and cash.
As oppose to writing another article on the merits of safe annuity investing, we have created two presentations (posted below) where consumers can obtain an in depth annuity education. It is past time to debunk the myths and misinformation spread investment advisers who have lost significant wealth for their clients. The overall stock and bond markets have been in disarray for nearly a decade while fixed and indexed annuity accounts have safely and reliably increased in value.
Our first presentation entitled “Consumer Annuity Boot Camp” will discuss the differences between qualified and non-qualified accounts. Knowing what category your money falls in will also help you plan for the future in terms of transferring funds and paying taxes.
From there, we offer a closer look into the types of annuity policies on the market today. We explain the differences between fixed, immediate and indexed policies. By viewing this presentation consumers can determine which annuity policy may best fit their overall investment objectives. It will also help them better understand the inner mechanics of annuity accounts.
(Editor’s note: Our second annuity presentation is currenlt being updated. We will re-post it soon.) Our second online presentation provides a detailed description of equity indexed annuity accounts. Topics include interest crediting examples, growth illustrations and an explanation of the mechanics associated with an indexed account. Consumers who wish for better potential growth than a traditional fixed annuity will benefit from viewing this presentation. Indexed accounts can be a viable alternative to stock and bond market investing.
We are a full service, independent annuity brokerage and we can help you find the investment accounts that best suit your needs an goals. Contact us today to discuss your best options.