You can save your loved ones a lot of time, heartache, and expense by naming contingent beneficiaries.
ARTICLES BY TOPIC
Annuities
Primary vs. Contingent Beneficiary for Life Insurance Policies
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?
-to-a-Fixed-Index-Annuity.jpg){kind=spacer}
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.
Should I Get an Annuity Now or Wait for Rates to Go Up?
You can get strategic about which annuity type you select if you think better rates are on the horizon.
