June Is Annuity Awareness Month

June is Annuity Awareness Month, a time of year where we focus our attention on the important role of annuities as part of a secure retirement savings plan.

Be sure to check out all of our educational annuity content, specifically created for individuals ages 65+.

3 Unforgettable Annuity Case Studies of Clients with CDs

Three particular stories stand out to us, because all of these clients ended up moving money from a certificate of deposit (CD) to a fixed annuity.

If you have any funds in a CD, give us a call!

Should I Get an Annuity Now or Wait for Rates to Go Up?

If you have a retirement account, a bank CD, or money sitting around in savings, you may be considering an annuity. Fixed annuities allow you to grow your nest egg at a guaranteed interest rate with no fees and no risk of losing your principal.

But should you jump into a 5-year contract now, or wait for annuity rates to go up first? Here's everything you need to know about annuity rates, timing, and getting strategic.

Annuity Do’s and Don’ts for Retirement Planning

Annuities are a great way to grow your nest egg in retirement without fear of stock market volatility.  

If you’re considering a 401(k) rollover or transitioning from a bank CD, here are some important annuity do's and don’ts for baby boomers.

Are Annuities a Good Investment?

This is one of the most common questions we get asked from both new clients and existing clients: are annuities a good investment?

For those that are extremely skeptical, it’s usually because a financial planner or advisor has told you to steer clear of annuities, or maybe you’ve even heard about a friend’s bad experience with one.

However, many of our clients have and love their fixed or fixed index annuities. They can be one of the best ways to earn safe interest on your retirement savings.

[Video] Goodbye Stock Market: How to Earn Safe, Guaranteed Interest

For those who are nearing retirement or are already retired, protecting that nest egg is always a concern. Are you tired of stock market ups and downs?

We talk to so many who are sick of going to bed at night wondering if their savings are going to tank by the time they wake up the next morning.

Debunked: 9 Myths About Annuities

Tax season is finally over, and it’s safe to say that we’ve all got money on the brain. How can we protect it? How can we make a return on our investments? Are annuities all they’re chocked up to be?

As with any kind of money-saving or investing tool, there are a lot of myths and misconceptions floating around.

Our staff hit Founder John Hockaday with 9 of the most common annuity concerns, and he sat down to debunk them once and for all.

Interested in talking to an agent about annuities?

If you have questions about annuity options in retirement, don’t hesitate to schedule an appointment with one of our local, friendly agents.

We are here to educate and inform our community about the best, safest options for health and life insurance in retirement.