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Annuity FYI
108 followers -
retirement, annuities, annuity, fixed annuities, variable annuities, indexed annuities
retirement, annuities, annuity, fixed annuities, variable annuities, indexed annuities

108 followers
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The Hartford announcement was the latest in a chain of pension buyouts by corporate plans.

#financialplanning #annuities #pension #HartfordFinancial #Prudential #retirement
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Preserving assets, sustaining income, understanding investments, long-term care, annuities...When it comes to financial literacy, more education about these topics is definitely necessary.

#retirement #financialplanning #moneymatters #annuities #investing #LTC #SocialSecurity #financialliteracy #themoreyouknow
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After a few twists and turns, the Department of Labor (DOL) Fiduciary Rule for retirement accounts is now in effect. It was partially implemented this month. It will be fully implemented -- including actionable steps against scofflaws -- in January 2018.
This is good news for most retirees and future retirees.
For more information, contact an advisor today by calling 866-223-2121 or sending us an email at support@annuityfyi.com.
The Fiduciary Rule means that all advisors to retirement investors must give advice in the best interest of the investor, not their own. They can make no misleading statements, buttressed by signing a contract with the client for each retirement account over which the planner is offering advice.
All this helps shield clients from conflicts of interest.
Contact us with any questions, comments or concerns.

#DOL #fiduciaryrule #financialplanning #retirement #moneymanagement #investing #annuities
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The focus on fees and taxes is expected to make life difficult over the next year for life and annuity products in the eyes of financial planners, a new survey on investing trends found.

#annuitynews #financialplanning #moneymanagement #taxes #investing
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Ohio National's new guaranteed living withdrawal benefit (GLWB) rider is different from most currently available. Check it out!

#financialplanning #annuitynews #fixedindexedannuities #GLWB #incomeriders #retirement #moneymanagement #FIAs #annuities
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If the idea of running out of money in retirement really haunts you, then looking for income sources that will keep going as long as you do may be a good idea. The annuity, an insurance product that turns your invested money into a stream of ongoing income, is one such option.

#annuities #financialplanning #retirement #lifetimeincome #moneymatters
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Do you think the current state standards need to be updated?
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What gives? The stock market, seemingly impervious to negative news for months, is suddenly sliding. Is it time to sell?

For more, contact an advisor today by calling 866-223-2121, or email us at support@annuityfyi.com.

That's a bad idea, investment pros say. This is a good time to rebalance your portfolio and get it back to its original allocation to stocks. This is likely to entail some selling. But limit selling to that, unless your financial circumstances have changed. Stocks have long been the strongest financial investment over time, and earnings - the biggest drivers of stock prices -- are rising after a long lull. Annuity owners, like others, should heed this advice because many own variable annuities or fixed income annuities tied to the market. Even if they have other annuities, most have no more than 50% of their financial assets parked in annuities. Most of the rest is often in the stock market.

People who try to divine the direction of the stock market typically get it wrong and ultimately undermine portfolio performance.

Contact an advisor today by calling 866-223-2121 or sending us an email.

#financialplanning #stockmarket #retirement #moneymanagement #marketwatch #annuities #investing #moneymatters
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The insurer has added new enhancements to its Transamerica Income Edge living benefit rider as well as releasing two new index portfolios.

#annuities #variableannuities #livingbenefitriders #Transamerica #financialplanning #moneymanagement #retirement
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Most investors care about returns, pure and simple, not the social and environmental impact of the companies and entities that generate them.
The fact is, however, the impact of an investment can be material to its value and should be carefully weighed. It's part of being a smart investor.

To get a free copy of a white paper on this topic, please contact an advisor today by calling 888-451-3438, or send us an email at support@annuityfyi.com.

Consider, for instance, the effect of your portfolio's value if part of it had been allocated to the coal industry. More than half the assets in the global coal industry are now held by companies that are either in bankruptcy proceedings or don't earn enough money to pay the interest on their debts. There is no question that the impact of climate change has negatively impacted coal company valuations.

There also positive reasons for investors to be mindful of social and environmental impact.

Contact an advisor today by calling 888-451-3438 or sending us an email.
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