Blog:

Annuities

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.

Annuity Do’s and Don’ts for Retirement Planning

If you’re considering a 401(k) rollover or transitioning from a bank CD, here are some important annuity dos and don’ts for baby boomers.

Are Annuities a Good Investment?

This is one of the most common questions we get asked from both new clients and existing clients: are annuities a good investment?

Best CD Rates In Decatur, IL – and an Option That Pays 3x the Interest

Local credit unions and banks offer better CD rates than national banks, giving you a great reason to support local businesses.

Categories

Get our newsletter

Here's what our clients say…

We have received great quality service from Luke and staff while checking into insurance as Seniors. We do feel you truly care about our needs and have made us feel very welcome.
C.V., Customer

Meet Our Agents

Luke Hockaday

Luke Hockaday

See Bio
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.