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Tag Archive: annuity advisor in avon oh

Why Is An Index Reset Critical To Retirement?

Dave Mortach

Dave Mortach | July 28, 2015 | , ,

People purchase annuities for a number of different reasons. Certainly, ensuring a lifetime stream of retirement income is one of the primary factors for purchasing this type of financial vehicle. But while the annuity is still in its funding—or accumulation—phase, it is also important to make sure that you are able to grow and protect the funds that are inside of the account. Using a fixed indexed annuity, or FIA, can be an ideal way to generate a retirement income. These annuities credit interest based...

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The Power of Locking in Your Gains

Dave Mortach

Dave Mortach | July 21, 2015 | , , ,

When obtaining any type of financial vehicle, there is typically some type of risk-return tradeoff. For instance, in today’s low interest rate environment, it’s tough to obtain the growth that you need, yet it’s important to also play it safe in order to protect your principal. The fixed indexed annuity, or FIA, can provide a great solution for offering the potential for market-related growth, yet protection from downside risk. This can in turn help you to generate more retirement income down the road. Ensuring that...

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