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Roger Ibbotson Weighs in on Fixed Indexed Annuities 

August 16, 2018

When Roger Ibbotson recently published a new report on fixed indexed annuities and their place in an optimized retirement portfolio, everyone took notice. Few economists and financial researchers garner the attention and level of respect that he does. He is Professor Emeritus at Yale School of Management, former chairperson of research firm Ibbotson Associates, and chairman as…

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Legislative Change Reverses Obama-Era Coverage Duration Limit

August 2, 2018

HHS final rule on short-term, limited-duration insurance brings more flexibility and choices to consumers August 1, 2018 the U.S. Department of Health and Human Services, Centers for Medicare & Medicaid Services (CMS) announced a final ruling regarding short-term medical coverage duration periods. Coverage can now cover an initial period of up to 364 days, and, taking…

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What is a 1035 Exchange?

July 16, 2018

Do you have a current annuity or cash value insurance policy that is under performing or is not meeting your needs? Did you buy it years ago when life policies had no living benefits or annuities were limited to low fixed interest earnings? If you are on the lookout for a new policy, a 1035…

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Where are Equity Markets Headed? A Roundup from the Experts

July 12, 2018

It seems equity market instability is taking over financial headlines again. With a trade war taking shape between the U.S. and a good portion of the rest of the industrialized world, analysts are once again reaching for—if not yet raising—their red flags. Market Watch recently featured this eyebrow-raising headline: “The Dow and S&P 500 are 10 trading days…

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5 Ways Annuities Can Protect You From Uncertainty of Stocks

July 3, 2018

As market volatility resurfaces, alternative retirement planning tools that eliminate risk with predictable, stable returns are gaining interest. Check out this Newsmax Article: 5 Ways Annuities Can Protect You From Uncertainty of Stocks | Newsmax.com  

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A Closer Look at Asset Based Long-Term Care

April 10, 2018

Many of us work forty years or more with the goal of retiring with the wealth necessary to enjoy our care-free golden years.  We religiously contribute to our 401(k) and Roth IRA and work with financial experts to ensure we have a solid plan to provide an income-rich future.  But the majority of us ignore…

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