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Did the Ancient Romans Create the Concept that Would Become the Modern Annuity?
Annuities can be confusing, but they don't have to be.
Do you find annuities to be confusing? There are a myriad of varieties that are designed to do very different jobs. Since entering the insurance industry in 1997, my goal has been to help consumers and advisors understand these contracts - how they work, when they work well, and when they don't.
Are your savings on track? Will Social Security be enough? Do you have an employer sponsored Pension? There are a myriad of economic scenarios that could affect your income in retirement. Fortunately, you are not alone in the process of identifying those potential challenges and finding solutions tailored to your unique needs. At AnnuiLife, we specialize in this particular area of the financial world and we will help guide you through the appropriate steps needed to navigate current conditions as future potential challenges.
Our objectives are to help you preserve the assets you have worked so diligently to save, position those assets for continued growth and eventual income, help minimize your tax liabilities and protect your financial future. Some of the income strategies we utilize include:
Perception vs. Reality
Immediate vs. Deferred Annuities
If so, you understand that while the plastic knife will get the job done, a steak knife would be a more efficient tool. When it comes to building and preserving your wealth, financial vehicles and solutions need to be structured in such a way that they will carry you to your desired destination.
Your Changing Definition of Risk in Retirement
Will your retirement dreams match your reality?
That is perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? Review your accounts to ensure that your savings are on track and you are utilizing the appropriate vehicles to carry you to your desired destination.
Have you Crossed the Chesapeake Bay Bridge?
I try to live a life without fear but frankly, the Chesapeake Bay bridge scares me to death! As investors, market volatility can often cause us to feel the same level of anxiety.
2021 Retirement Confidence Survey
For more than 30 years, the Employee Benefit Research Institute (EBRI) has conducted the Retirement Confidence Survey, which gauges the views and attitudes of working-age and retired Americans regarding retirement and their preparations for retirement
Choices for Your 401(k) at a Former Employer
What's So Great About a Rollover?
In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today