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Annuities

Can You Lose Money in a Fixed Annuity? [The Surprising Truth]

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.

Primary vs. Contingent Beneficiary for Life Insurance Policies

You can save your loved ones a lot of time, heartache, and expense by naming contingent beneficiaries.

How Much Income Will a $250k Annuity Pay Per Month?

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?

Patty Helps Client Transfer 401(k) to a Fixed Index Annuity

June is Annuity Awareness Month, and we are continuing our annuity-focused content with a special case study from agent Patty Gogerty.

3 Unforgettable Annuity Case Studies of Clients with CDs

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.

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D.R. Roberts

D.R. Roberts

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Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.