Stacie Leake Joins the Annuity123 Network of Retirement Income Advisors |
May 31, 2013 |
Press Releases
Annuity123 is excited and honored to report that Stacie Leake has joined its network of retirement income advisors for the benefit of consumers in Inland Empire, Riverside and Orange County areas who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Stacie Leake’s practice. Company Name: Prizm Financial Group Brief Business Description: Prizm Financial offers values-based, comprehensive financial services while being committed to helping you pursue long-term financial success. Our customized programs are designed to help protect, grow...
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Stan The Annuity Man |
May 30, 2013 |
Ask Stan The Annuity Man, Member Posts
Question: I own a variable annuity and recently received a letter from the insurance company offering me cash to buy back my contractual benefits. Why are they doing that? – Phil from Indiana. Answer: I bet you weren’t expecting that letter, huh Phil? This current “buy back bonanza” is primarily happening with variable annuity carriers, but don’t be surprised if fixed indexed annuity carriers start doing the same thing in the near future. Here’s the scary part, the reason that these insurance companies are trying...
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Stan The Annuity Man |
May 30, 2013 |
Allen Trimble, Member Posts, The United States Economy
Written By: Allen Trimble | Secure Money Solutions With the stock market at all-time highs, an age-old “investors dilemma” is on many folks’ minds: should I Buy, Sell, or Hold on? Of course, the answer to that question depends not only upon your current position relative to the stock market (are you currently invested in the stock market?) but also on your unique situation. This missive is not intended to give investment advice, but rather it is intended to help clarify our thinking. For example,...
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Stan The Annuity Man |
May 29, 2013 |
The United States Economy
As we all know, retirement planning has gone through several big shifts during the past ~50 years. One of the more significant changes has been from companies shifting away from pension plans (defined benefit plans) to 401ks (defined contribution plans). This change is essentially a shift in company’s responsibility of ensuring adequate lifetime income for its employees onto the shoulders of the employees themselves… many of which have no clue how to properly plan for a retirement that could last over 30 years. This shift...
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Stan The Annuity Man |
May 28, 2013 |
Press Releases
Annuity123 is excited and honored to report that Peter DeRosa has joined its network of retirement income advisors for the benefit of consumers in Crystal River, Ocala, Spring Hill, Gainesville, and all other areas of west central Florida who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Peter DeRosa’s practice. Company Name: DeRosa & Associates Inc. Brief Business Description: DeRosa & Associates has 30 years of combined experience in the insurance field specializing in Wealth Management and...
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Stan The Annuity Man |
May 28, 2013 |
401k and IRA Blogs
Annuity Think Tank recently launched a free educational report called the “Top 10 401k Secrets that your Employer does NOT Want You to Know About” which highlights the most common misconceptions about 401(k)s that cost many Americans thousands of dollars each year by not understanding. It is incredibly important to educate yourself on both the pros and cons of your 401(k), how much you are paying in fees each year, and knowing exactly how long your 401(k) will last you in retirement after you factor in...
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Stan The Annuity Man |
May 28, 2013 |
Press Releases
Annuity123 is excited and honored to report that Jennifer Calandra has joined its network of retirement income advisors for the benefit of consumers in and around Atlanta, GA who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Jennifer’s practice. Company Name: Calandra Financial Group, LLC Personal/Business Overview: Jennifer is one of the co-founders and lead financial planners at Calandra Financial Group, LLC. She is a Registered Financial Consultant (RFC) and is the President of Women of Wealth...
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Stan The Annuity Man |
May 24, 2013 |
Press Releases
Annuity123 is excited and honored to report that Raj Shah has joined its network of retirement income advisors for the benefit of consumers in Schaumburg, IL and Oakbrook, IL who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Raj Shah’s financial planning practice. Company Name: Secure Capital Management USA LLC Brief Business Description: In today’s ever changing economy, even the most capable individuals are struggling to create, implement, and maintain a well-structured sound financial plan. At Secure...
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Stan The Annuity Man |
May 24, 2013 |
Press Releases
Annuity123 is excited and honored to report that Allen Trimble has joined its network of retirement income advisors for the benefit of consumers in San Antonio and the Texas Hill Country who are in need of obtaining personalized retirement income guidance. Continue reading below for an overview of Allen’s practice. Company Name: Secure Money Solutions Brief Business Description: Secure Money Solutions’ mission is to honor God and serve people. We serve retirees and soon-to-be-retirees by helping them to create mathematically correct retirement income solutions. Rather...
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Stan The Annuity Man |
May 23, 2013 |
Ask Stan The Annuity Man, Member Posts
Question: I’ve been shopping for annuities online, and it seems that most sites are using worn out “bait and switch” type sales tactics. It’s very frustrating, and I’m wondering why is this allowed by the regulators? Tim from Colorado. Answer: Tim, I’m as frustrated as you with these sites and ads. These types of marketing and sales practices continue to feed into the negative stigma that the annuity industry has unfortunately earned. I’m sure from the public’s view it looks like a free for all...
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