GROWTH POTENTIAL BUT MORE IMPORTANTLY PRINCIPAL PROTECTION

I found this week’s article timely as the markets rise and dip. This week’s article says that “Fixed Indexed Annuities combine the stability and guarantees of a fixed product with growth potential based on the performance of an underlying securities index such as the...

ADVANTAGES

With President’s weekend fast approaching, we can’t help but think more about helping those veterans amongst us. This week’s article states that “Veterans preparing for retirement may purchase annuities to supplement their military benefits and future benefits like...

OLDER COUPLES BOTH EMPLOYED

I don’t know about you, but I have often wondered if in the end it really makes a difference, when all is said and done, if both spouses worked prior to entering retirement. I read a study that I thought to share with you this week that discussed this issue and “...

BRINGING BALANCE

“In our hectic lives, balance is something many of us strive to achieve.” This week’s article caught my eye with its first sentence, as the thought of balance rang resonant with what we have always sought to provide assistance on with our clients. Balanced options are...

OLDER AMERICANS WORKING LONGER

Did you know that “Older Americans are working longer and claiming their Social Security benefits later, new research from the Social Security Administration shows.” This week’s article reminded me that sometimes individuals work longer solely because their savings...

SOMETIMES IT’S FUN

Sometimes it is fun to take a moment and participate in a quiz about retirement. Answering questions and then comparing our responses to others gives us new opportunities to think about the choices we are making, and how we are planning for the future. This week’s...

ARE YOU UNDERSAVED FOR RETIREMENT?

I thought you might like this week’s article because it contains several videos aimed at raising your “Retirement IQ”. Did you know that “A startling number of baby boomers don’t know how much money they need to live comfortably during retirement, and without a target...

RETIREMENT SECURITY BLANKET

This week’s article tells us that “One of the biggest fears among retirees and soon-to-be retirees today is that they will outlive their retirement savings. With life expectancies in developed countries at unprecedented highs, this is a justified concern. Many senior...

LET’S LOOK BACK TO LOOK FORWARD

As we come to the end of the year I thought to share with you a group of articles that I have found to be informative, each of them reflecting on different issues relating to planning for retirement that you may want to reflect on. Ranging from “11 Money Lies to Stop...

IF YOU LIVE LONGER

“Imagine sitting down on the day of your retirement to plan your financial future. You know what your annual expenses have been and you want to maintain your current standard of living. So, you consult a recent mortality table and find that if you’ve made it to your...

FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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This commentary was created by a third-party for the Agent’s use. NTM 08-27.