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Tag:

Fixed indexed Annuities

    Product R + D

    Annuities & Peace of Mind [Ibbotson FIA Whitepaper]

    by Walker Ham June 4, 2019
    written by Walker Ham

    In the olden days, many advisors would shutter at the word, “annuity.” And if your clients were to Google the term, they’d find all kinds of information about how bad annuities are. And don’t even get me started on all the advertisements from Fisher Investments.

    However, over the past few years annuities have started to get a little shine to them. They’ve become a good option for some retirees to consider as part of their retirement portfolio. Especially in the indexed annuity space.

    Continue Reading
    June 4, 2019
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  • Product R + D

    Use Fixed Indexed Annuities to Pay for Long-Term Care Insurance with This Tax-Efficient Strategy

    by Mark Stewart June 12, 2018
    by Mark Stewart June 12, 2018

    Clients are always looking to protect their futures. In the case of an unexpected long-term care event, the primary solution for their protection is long-term care insurance (LTCI). That doesn’t mean paying …

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  • Product R + D

    Is a Fixed Indexed Annuity Right for Your Client?

    by Leslie Dunn Lipscomb June 15, 2016
    by Leslie Dunn Lipscomb June 15, 2016

    Updated October 2, 2023, at 4:23 PM  Building a financial strategy in today’s challenging market environment can be tricky. Today more than ever, retirees are struggling to feel reassured about their retirement …

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