If you’re putting a large chunk of your nest egg in a fixed annuity, you may be wondering: is my money safe here? The truth may surprise you.
You can save your loved ones a lot of time, heartache, and expense by naming contingent beneficiaries.
Many clients come to us with a retirement account, like a 401k or IRA, and they need to make that money last. Today, we’re tackling a common example: how much income would a $250,000 annuity pay per month?
June is Annuity Awareness Month, and we are continuing our annuity-focused content with a special case study from agent Patty Gogerty.
June is Annuity Awareness Month, making it the perfect time to bring back some of our most unforgettable annuity case studies. Three particular stories stand out to us, because all of these clients ended up moving money from a certificate of deposit (CD) to a fixed annuity.