Annuities

Did You Hear?

Did You Hear? According to LIMRA, annuity sales are on the rise yet again this year, after also breaking records last year. Investors building their retirement strategy looking to mitigate some risk have chosen to lock-in annuities–How smart is this choice? Well, there’s definitely a reason they’ve been selling recently. Reach out to us to learn

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to consider

What to Consider

This recent article (click here to read) is about what key features to consider when choosing a fixed index annuity during a time of market unease. It helps us to understand details like how FIAs can help act as a source of guaranteed income, even when the markets are declining.  Reading the article provides tips

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Review the basics

Refresher

We try to educate our clients on annuities. Sometimes, it’s a good idea to review the basics. Click here to visit our annuities page. We’ve outlined information such as the different types of annuities, the nature of the underlying investment, the primary purpose of an annuity, the nature of the payout commitment, the tax status

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recession concept graphic

Economists Looking for Signs of a Recession

Wall Street economists are panicking after yields on two-year Treasury notes moved above yields on ten-year notes. Economists track how the interest rates of different maturity levels vary, looking for signs of coming changes in the economy. When short-term interest rates are higher than long-term interest rates, it’s what’s known as an inverted yield curve.

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