Service for Fixed and Variable Annuities

02/04/2022Posted in Blogs, Annuities

Service for Fixed and Variable Annuities Effective 02/01/2022 We have found many of our clients are confused about the firm's responsibility regarding your annuity(s). Below are our annuity policies going forward. Please review them in detail and let us know if you have any questions. We have not been the Broker-Dealer of record or sold [...]

The Good, The Bad, and The Ugly of Annuities

01/18/2017Posted in Finance, Blogs, Newsletters, Annuities

Over the years, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. There are important things to know about fixed indexed annuities before [...]