As we cross over retirement and live into our later years, investments start to become pretty important. Do we have enough money for retirement? Is our money in a safe place? Will we be financially stable through our golden years? Check out these investment statistics and fun facts to see how your finances stack up.
Jeff Sams was meeting with a couple who were interested in annuities. They were looking for a retirement plan that would offer a steady flow of income for life. Here's how he solved their problem.
Becky and Jim had a $40,000 CD at a bank that was making a measly 0.6%. Dianne Renner was delivering their new Medicare Supplement policy to them, and mentioned a 3% annuity we offer, that will earn them an extra $5100 over the CD.