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Tag Archive: annuity specialist boca raton fl

Fixed Indexed Annuities: Risk vs. Reward

Anton Hendler

As with any investment, one makes a call based on risk and reward. Fixed Index Annuities continue to offer one of the best trade-offs in the market. However, it is still important that one stays abreast of what is happening in the market and what products are being offered as these change on an ongoing basis in response to the market and what demand is driving the insurance companies to offer. For instance, as interest rates remain low, but the markets showed increases over the...

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Market Rate Comparisons: Things Are Seldom What They Seem!

Anton Hendler

The next time you hear that the market has averaged 7% or 10% over the last so many years; you need to be wary about who is making the claim and how they are basing their assertion. An average rate of, say, 7% is only an average of the rates of the past so many years divided by the number of years. If you were to apply the formula to your actual money, you will find quite another result if the market has been in...

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Irene R. Gottlieb, Gottlieb Insurance Services Joins the Annuity123 Network of Retirement Advisors

Anton Hendler

Annuity123 is excited and honored to report that Irene R. Gottlieb has joined the Annuity123 network for the benefit of consumers in Palm Beach & Broward Counties, Florida who are in need of obtaining personalized retirement planning guidance.  Please see below for an overview of Irene R. Gottlieb’s practice. Company Name: Gottlieb Insurance Services Brief Business Description: Been serving clients in Palm Beach & Broward Counties since 1985.  To serve and provide expert advice to those searching for personalized, caring service in the areas of...

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Barry Young of Barry Young Enterprises Joins the Annuity123 Network of Retirement Counselors

Anton Hendler

Annuity123 is excited and honored to report that Barry Young has joined its network of retirement income counselors for the benefit of consumers in Ft. Lauderdale, Florida who are in need of obtaining personalized retirement planning guidance.  Please see below for an overview of Barry Young’s practice. Company Name:  Whitestone Wealth Mgt. Brief Business Description: Whitestone Wealth Management is an independent registered investment advisory firm dedicated to the success of our clients.  We work closely with our clients to identify roadblocks and retirement and focus on...

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Salvatore Sofia LUTCF Joins Annuity123’s Network of Retirement Income Counselors

Anton Hendler

Annuity123 is excited and honored to report that Sal Sofia, president of Affinity Wealth Concepts LLC, has joined its network of retirement income counselors for the benefit of consumers in Florida who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Mr. Sofia’s practice. Company Name:  Affinity Wealth Concepts LLC. Business Description: 25 years solving financial and risk management problems for individuals and companies. We are independent and not controlled by any one company, we report, work for...

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