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Author Archives for alexhouse

Ron Weller Joins the Annuity123 Network of Retirement Income Advisors

April 26, 2013 1:25 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Ron Weller has joined its network of retirement income advisors for the benefit of consumers in and around Big Rapids, MI who are in need of obtaining personalized retirement income guidance. Company Name: Dayspring Advisors Group Brief Business Description: “We help create financial security for our clients by using safe money strategies and coaching our clients to help them achieve a debt free, tax free, stress free lifestyle. Helping you live the life you imagine.” Ron has...

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Are Hybrid Annuities New?

April 25, 2013 8:57 pm Published by 1 Comment

Question: Stan, I have met and talked to a few agents to see if an annuity is right for me and they all keep using the word “HYBRID” to explain their recommendation.  Is a hybrid annuity new?  Jim from North Carolina Answer: Thanks for a very timely question, Jim.  I recently addressed this “hybrid hype” issue in my weekly MarketWatch.com column (click here).  I encourage you to take a look. The short answer to your question is NO.  The word hybrid associated with the word...

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Why Every Small Business Owner Needs to Consider 412E3 Retirement Plans

April 22, 2013 10:48 am Published by Leave your thoughts

Written By: Barry Goldwater | Goldwater Financial Group A study entitled “Financial Viability and Retirement Assets: A Look at Small Business Owners and Private Sector Workers,” done by the advocacy department of the Small Business Administration found that smaller and more financially vulnerable business owners (those with fewer than 25 workers) have less invested in retirement assets than their larger or financially stronger peers. The percentage of self-employed business owners with retirement plans is surprisingly low. Another report conducted by Jules Lichtenstein of the office...

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Edd West Joins the Annuity123 Network of Retirement Income Advisors

April 21, 2013 11:19 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Edd West has joined its network of retirement income advisors for the benefit of consumers in and around Gulfport, MS who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Edd’s practice. Company Name: First Fidelity Financial Group Brief Business Description: Edd is a well-known financial educator in the tri-county area, and is certified in the field of Living Trust and Estate Planning. Edd comes with outstanding recommendations from his...

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Protect The Ones You Love And Create A Secure Retirement At The Same Time

April 19, 2013 3:16 pm Published by 3 Comments

Written By: Nina Avery, CFP® | Avery Safe Money Solutions A week before my dad died he asked me to create a plan for him that would protect my mother.  My folks had the standard term policies when they were younger to protect each other, the house and us girls.  But when those ran out, as term policies ALWAYS do, there was no more insurance.  When the idea came back around that life insurance was the best way for my dad to protect and take...

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What Are The Best Ways to Get a Lifetime Income Stream from an Annuity?

April 18, 2013 4:28 pm Published by 3 Comments

Question: Stan, what are the best ways to get a lifetime income stream from an annuity?  Larry from Maryland Answer: Good question Larry.  Annuities are pure transfer of risk strategies, and the only product that guarantees income for life regardless of how long you live. There are really 2 ways to solve for lifetime income using annuities, Income Now or Income Later.  You either need income to start immediately or sometime down the road.  Let’s look at the best ways to achieve both. Income Now...

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Kenneth Feyers Joins the Annuity123 Network of Retirement Income Advisors

April 17, 2013 9:10 am Published by Leave your thoughts

Annuity123 is excited and honored to report that Kenneth Feyers has joined its network of retirement income advisors for the benefit of consumers in and around Coral Springs, FL who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Kenneth’s practice. Company Name: Safety of Principle, Inc. Personal/Business Description: Kenneth Feyers lives in Coral Springs, Florida and has been a resident of South Florida for 26 years. He and his wife Cynthia have three boys and are very...

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Anthony Dietrich Joins the Annuity123 Network of Retirement Income Advisors

April 16, 2013 9:08 am Published by 1 Comment

Annuity123 is excited and honored to report that Tony Dietrich has joined its network of retirement income advisors for the benefit of consumers in VA, MD, PA, WV, TN, SC, NC, FL, or Washington D.C. who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Tony’s practice. Company Name: 1st Choice Financial Services Brief Business Description: Tony Dietrich, is a Financial Advisor and President of 1st Choice Financial Services. Anthony graduated from George Mason University and has over...

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Chad Centorbi Joins the Annuity123 Network of Retirement Income Advisors

April 12, 2013 4:38 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Chad Centorbi has joined its network of retirement income advisors for the benefit of consumers in and around Saint Charles, MO who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Chad’s practice. Company Name:  Centorbi Financial Group, Inc. Brief Business Description: Centorbi Financial Group, Inc. is an experienced organization that brings relevant knowledge, qualifications, training and resources to their client relationships. “We are known for our unique ability to...

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William Clay Tucker Joins the Annuity123 Network of Retirement Income Advisors

April 12, 2013 8:21 am Published by Leave your thoughts

Annuity123 is excited and honored to report that William Clay Tucker has joined its network of retirement income advisors for the benefit of consumers in and around Canton, GA who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of William’s practice. Company Name: The Woodville Group, LLC Personal/Business Overview: In my 20 years of experience with some of the larger Financial Institutions in the Southeast, I have long wanted to establish an innovative practice uniquely dedicated to the...

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