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Rachel Summit
Works at Annuity FYI
Lives in Cleveland, Ohio
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Rachel Summit

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Many people think they will continue working to finance their retirement, but that isn't always possible.
 
Only about half of workers in their late 50s can be expected to remain employed at age 63 http://trib.al/7rUqhOu #retirement
People choose early retirement for a variety of reasons but may not have enough retirement savings to make it work.
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Many Americans are much more confident in their retirement readiness than they should be, according the EBRI. +Employee Benefit Research Institute 
The 2016 Employee Benefit Research Institute Retirement Confidence Survey finds many workers think things will turn out fine for them in retirement.
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Annuity FYI's SECONDARY MARKET ANNUITY of the week offers 4.25% per year guaranteed for 23 years from Hartford. It's 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.
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Don't make these financial moves or else you'll live to regret them.
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Not only are workers suffering with the loss of company pensions, it hurts the economy as well!
An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.
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It's not always easy to make the decision to buy an annuity product.
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Rachel Summit

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NEW PRODUCT ALERT from Annuity FYI! This new FIA was 12 months in the making, which shows with its unique benefits that are hard to find anywhere else. ‪#‎fixedindexedannuities‬
Annuity FYI finds products with unbeatable rates and features and brings them to you, the investor, as 'Product Alerts'. Bookmark this page or visit often to stay abreast of the latest products, many of which are only available for a short time.
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Here is Annuity FYI's latest blog post! The majority of financial professionals surveyed think that fixed indexed annuity sales will continue growing this year and over half expect gains to be in the double digits. We'll have to see how the DOL fiduciary rule effects this forecast.
Overall, retirees and those close to retirement see significant benefits and value from fixed indexed annuities. This is why sales have been increasing and are expected to continue on that upward trend.
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Many Americans are putting their current happiness way too far ahead of their future needs when it comes to finances.
Economists discover we're pretty shortsighted, and it's costing us.
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New blog post today from Annuity FYI: An annuity product should be part of your retirement plan because of the unique benefits and guarantees that it offers.
An annuity should be part of your retirement plan because the guarantees, tax deferral, and other benefits are hard to find anywhere else.
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It's never an easy decision when you are looking to buy an annuity, or any financial investment for that matter.
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Annuity FYI's latest blog post talks about how fixed annuity products are unrivaled in the guarantees that they offer for your retirement planning.
Fixed annuity products with their guaranteed income streams are often a important piece of the puzzle that is retirement planning.
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Basic Information
Other names
Finance Mama
Work
Employment
  • Annuity FYI
    Writer, present
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Currently
Cleveland, Ohio
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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