Annuity123 is dedicated to providing Americans with unbiased information about retirement, answering the tough questions you want to know.

With hundreds of articles on every retirement planning topic you can think of, peace of mind is just a click away.

Tag Archive: educational material about IULs

An Unanticipated Recommendation

An Unanticipated Recommendation

An Unanticipated Recommendation | August 17, 2012 | , , , ,

Written By: Cal Burgess | Retirement Servicing Group A few months ago I made a recommendation to a referral (now a client) regarding an indexed universal life policy. His financial goals were straight forward; he wanted to protect his money from rising federal income taxes while protecting as much of his money from market risk as possible. When we met, I could tell that he was frustrated with the performance of his portfolio and was skeptical about other financial vehicles that he entertained. After about...

View Article

Permanent Life Insurance: The Financial Perks

Permanent Life Insurance: The Financial Perks

Permanent Life Insurance: The Financial Perks | August 14, 2012 | , , , ,

Written By: Cal Burgess | Retirement Servicing Group Who would have ever thought that one of the most attractive tax deferred, cash accumulating vehicles could be found inside a permanent life insurance contract? Imagine that, insurance policies that have outperformed the S & P 500 over the last 15 years with respect to cash accumulation. If you haven’t heard this concept, I strongly suggest that you educate yourself on all of the benefits that you have been missing out on. One of the ways to...

View Article