Profile

Cover photo
Rachel Summit
Works at Annuity FYI
Lives in Cleveland, Ohio
176 followers|44,636 views
AboutPostsPhotosVideos+1's

Stream

Rachel Summit

Shared publicly  - 
 
SECONDARY MARKET ANNUITY of the week from Annuity FYI! This deferred income annuity offers 4.5% per year GUARANTEED for 20 years from Genworth. This SMA is only available through Annuity FYI affiliates, so call 1-866-223-2121 or click here:
See which available secondary market annuity was selected this week. Compare available SMAs in an easy to read table and reserve online.
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
This is where Millennials can go to learn about fixing their finances.
The Society of Grownups is betting that young people really do want to talk about finances – and that the lessons will go down better with wine.
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
It's certainly worth questioning.
 
4 Reasons Why the 4% Rule Isn't a Hard & Fast Rule – An Understatement
http://www.dailyfinance.com/2015/05/13/4reasons-4percent-rule-not-rule/
View original post
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
Good article on the current state of annuity products and what is likely to happen when interest rates rise.
 
Get Somerset's Senior Vice President Andrew Murdoch's take on current annuity sales and what will potentially happen when interest rates rise. #annuities   #annuitynews   #financialplanning   #wealthbuilding  
Annuity sales are rising again despite low yields on many interest-rate sensitive products.
View original post
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
Death really is the new "retirement" for many people.
2 million Americans that care for the elderly and disabled are entitled to overtime and minimum pay protection
View original post
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
Just because you have $1.5 million in retirement savings left at age 76, it doesn't mean that it will last for as long as you live.
1
Add a comment...
In their circles
380 people
Have them in circles
176 people
Scott Rister's profile photo
RewardExpert's profile photo
Hannah De's profile photo
Nathan Ackerman's profile photo
Arnav Sivaramakrishnan's profile photo
Baby Boomers Wealth Club's profile photo
Chris Kissell's profile photo
Marco Kirchner's profile photo
Jason Tabeling's profile photo

Rachel Summit

Shared publicly  - 
 
You might be eligible for spousal benefits from Social Security even if you are divorced and your ex has re-married. 5 facts you need to know! #socialsecurity  
Millions of workers expect to enjoy Social Security benefits after they retire.
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
What's going on with your 401k?
Let's face it, most of us — millennials, boomers, whatever — would prefer to spend our free time taking a weekend road trip, picking a fantasy football team, or possibly, dare I say, washing windows instead of dwelling on our 401(k) plans.
View original post
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
Typically, yes.
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
Check out Annuity FYI's exclusive new article! Investments and annuities might be a better combination than some people originally thought.
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
The owner of this company understands the benefits of offering her employees some flexibility.
More employers are introducing flexibility into their schedules or allowing employees to step slowly out of the work force with phased retirement.
1
Add a comment...

Rachel Summit

Shared publicly  - 
 
Check out Annuity FYI's new blog post! Just because interest rates are historically low right now, you don't necessarily have to avoid fixed annuity products.
1
Add a comment...
People
In their circles
380 people
Have them in circles
176 people
Scott Rister's profile photo
RewardExpert's profile photo
Hannah De's profile photo
Nathan Ackerman's profile photo
Arnav Sivaramakrishnan's profile photo
Baby Boomers Wealth Club's profile photo
Chris Kissell's profile photo
Marco Kirchner's profile photo
Jason Tabeling's profile photo
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Cleveland, Ohio
Links
Contributor to
Work
Employment
  • Annuity FYI
    Writer, present
Basic Information
Other names
Finance Mama
Rachel Summit's +1's are the things they like, agree with, or want to recommend.
5 Excellent Retirement Calculators (And All Are Free)
www.forbes.com

Confession time. I'm a pushover for online calculators. Actually, any type of gadget gets my attention (hold on while I check email on my Ap

Workplace Inequalities Force Women To Plan For Retirement Differently
www.forbes.com

With over sixty million baby boomers reaching age 65 in the next twenty years, many people are just beginning to plan for the vast challenge

How Couples Delude Themselves About Retirement
www.forbes.com

A Fidelity survey finds a disconnect between what spouses say and reality.

4 Tricks To Get The Most Out Of Your IRA
www.forbes.com

You are throwing money away if you don't take full advantage of IRAs. Here are some ways to get the most out of this powerful retirement pla

Are You Financially Fit? Tips for Creating Retirement Income | U.S. Bank
achieve.usbank.com

There’s no time like the present to start planning for retirement. Use these tips to help get started.

Baby Boomers May Work Longer, Live Less Comfortably in Retirement
www.annuityfyi.com

It's now simpler to use some of that savings to purchase the guaranteed income offered by many annuity products. Baby Boomers may still work

IRI Industry Predictions: Fixed Indexed Annuity Sales & 3% Interest ...
www.annuityfyi.com

The IRI's president and CEO says that there is a huge opportunity for the insured retirement industry to innovate and meet the changing dema

Few Workers with DC Plans Anticipate Annuity Income
www.annuityfyi.com

It's important for the annuity industry to educate consumers, especially those participating in defined contribution plans, and bridge the g

Annuities Are Constantly Adapting
www.annuityfyi.com

As the economy went through some drastic changes between 2008 and 2014, annuities had to quickly adapt to these changes.

Longevity Annuities Are Poised To Take Off This Year
www.annuityfyi.com

The insurance industry's solution to this demand for a comfortable retirement is longevity annuities.

Does Your Defined Contribution Plan Offer Lifetime Income Options?
www.annuityfyi.com

There is still a lot of work to be done before annuities become mainstream in retirement plans, but their potential as an income stream solu

Fixed Indexed Annuity Market Share Increasing
www.annuityfyi.com

It's important to look at not only annuity sales, but also the market share of different types of annuities when making product comparisons.

Target-Date Funds Tied to a Fixed Annuity Create Income Stream
www.annuityfyi.com

With workers seeking out a guaranteed lifetime income stream in retirement and the federal government making it easier for annuities to be u

U.S. News: "You May Want to Consider Annuities"
www.annuityfyi.com

U.S. News & World Report's MONEY says that annuities are something you should consider if you expect to live a long life.

Annuities Take Longevity Risk Off the Table, According to Hegna
www.annuityfyi.com

Speak with an expert to see how annuities can help you eliminate longevity risk in your financial planning.

Which Annuity Product is More Efficient? A SPIA or a DIA?
www.annuityfyi.com

SPIAs and DIAs both offer unique pros and cons that make them useful in some retirement plans and simply not right for others.

Prudential Introduces Three New Annuity Products
www.annuityfyi.com

All of the products were designed as alternative ways to save and provide income instead of traditional savings and CDs.

AIG Introduces New QLAC for Retirement Plans
www.annuityfyi.com

The company's American General Life Insurance Company created the American Pathway Deferred Income Annuity to be eligible as a qualifying QL

2014 Variable Annuity Innovations
www.annuityfyi.com

Despite the fact that sales aren't anything to write home about, life insurance companies are still introducing new products and innovating