Annuities

Fixed Indexed Annuities in Your Retirement Plan

Fixed indexed annuities in your retirement plan offers growth potential, protection from loss due to market downturns, and the option for guaranteed lifetime income. Many people preparing for retirement are less familiar with annuities in general — and FIAs in particular — than with financial products such as mutual funds. What’s more, because FIAs have …

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How to Avoid The Hidden Costs of Variable Annuities

When people seeking guaranteed income turn to annuities, they are gaining security … but they need to realize what it’s costing them. Surrender charges, fees and earnings caps all come into play. By TYLER HARRISON, FIDUCIARY ADVISER, AIFA | Annuity sales are escalating, with people looking to roll over retirement savings accounts or other assets into an …

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3 Ways Fixed Annuities Can Outperform Bond Mutual Funds

Risky vs. safe. How often do you break down that concept with your clients regarding their financial asset allocation? Determining what portion of a client’s finances should be used for “risky” investments to maximize growth potential and “safe” options to ensure preservation of capital is one of the first — and most important — conversations a …

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