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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You helped us make the best choices when we retired and turned 65 years old. And have followed up with us in the years since then trying to help us make better choices.
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