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Annuities

Michael Sams Multiplies His Clients' Returns by Over 5x with an Annuity

We sat down with Michael Sams for a Q&A to discuss two recent real-life cases that perfectly demonstrate the benefits of 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.

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Patty Gogerty

Patty Gogerty

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Disclaimer: We do not offer every plan available in your area. Currently we represent 4 organizations which offer 41 products in your area. Please contact Medicare.gov, 1‑800‑MEDICARE, or your local State Health Insurance Program to get information on all of your options. Not connected with or endorsed by the United States government or the federal Medicare program.