June 28, 2013 9:58 am
Published by alexhouse
Annuity123 is excited and honored to report that Michael Kaminski has joined its network of retirement income advisors for the benefit of PA consumers in Reading, Allentown, and Bethlehem who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Michael Kaminski practice. Company Name: Safe Money Retirement Brief Business Description: Specializing in setting up Guaranteed Income Programs for future retirees and current retirees. I have been setting up Retirement programs for clients for 29 years with the goal...
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June 28, 2013 9:08 am
Published by alexhouse
The S&P 500 is one of the most popular stock indexes in the world which combines the top 500 largest stocks by market capitalization. In this video, Rob Brinkman explains how certain indexed annuities give you the ability to participate in part of the upside of this incredibly popular index, the S&P 500, while limiting your downside to zero. Rob also discusses the different Index Strategies used within an Index Annuity. As more insurance carriers continue to come up with new innovations and ways to...
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June 27, 2013 10:59 pm
Published by alexhouse
Annuity123 is excited and honored to report that Mark P. Will has joined its network of retirement income advisors for the benefit of consumers in Orange County who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Mark P Will’s practice. Company Name: “Mark Will: Guiding You Through Your Retirement” Brief Business Description: A “baby boomer” myself I understand the challenges facing many of us as we grow into the golden years , sometimes with aging parents, a...
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June 27, 2013 9:44 am
Published by alexhouse
Question: I am seriously considering adding an annuity to my portfolio, but after a few lackluster meetings with local agents, is there a way for me to purchase annuities direct from the annuity company? I would like to own an annuity, but not use an agent if possible. Dwayne from Richmond, Virginia. Answer: I am one of those “dreaded” annuity agents, but I fully understand your question and am getting versions of this request on a weekly basis. I think people like you are getting...
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June 25, 2013 10:19 pm
Published by alexhouse
Written By: Allen Trimble | Secure Money Solutions Recently I met with a client for his bi-annual review to discuss his portfolio, more specifically his retirement income plan. He wants to retire in three years, and he asked me what “ROI” he needed in retirement to maintain his desired standard of living? As many of you may have done, he had done some research and come across the “4% Rule” which has been the bedrock of retirement income planning for most brokers and advisors for...
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June 21, 2013 6:45 pm
Published by alexhouse
A great educational video explaining the importance of incorporating the minimization of taxes in your retirement planning process. Be sure to work with qualified professional to ensure that your plan is optimized based on your particular needs and the intricate tax law. To watch the video, click on the video caption shown below or the link here: (retirement planning with minimal taxation).
June 21, 2013 6:11 pm
Published by alexhouse
An educational video highlighting the various types of annuities and their associated risks has recently been launched by Retire Think Tank. Be sure to watch it by clicking here (types of annuities).
June 21, 2013 5:25 pm
Published by alexhouse
Annuity123 is excited and honored to report that Milton Bauguess has joined its network of retirement income advisors for the benefit of consumers in North Florida and South Georgia who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Milton Bauguess practice. Company Name: Republic Asset Mgmt Corporation Brief Business Description: Real money, real value, and real time savings can be yours through Republic Asset Management`s payroll deduction or automatic check withdrawal plans on your Auto Insurance Policy...
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June 21, 2013 2:16 pm
Published by alexhouse
Alan Schuh, of Heritage Retirement Income Planners, LLC, has joined a select group of the world’s leading experts, along with noted business development expert, best-selling author and speaker, Brian Tracy, to co-write the forthcoming book titled, Against The Grain: The World’s Leading Experts Reveal How They Achieved Positive Results in a Down Economy! Nick Nanton, Esq., along with business partner, JW Dicks, Esq., recently signed a publishing deal with each of these authors to contribute their expertise to the book, which will be released under...
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June 20, 2013 8:35 am
Published by alexhouse
Question: I am considering investing some of my portfolio in an annuity. What is the #1 question that I need to ask myself, and answer, before purchasing? Charles G. from New York Answer: Your question is the “holy grail” of how to solve the annuity puzzle. Too many times people will call me about annuities and start telling me about an annuity they have been pitched by an agent. The few bullet points from the sales process that they hang on to is comical and...
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