July 2006 - Posts

Top 10 Estate Planning Tips

In 2011, the estate tax is scheduled to resurface, take the following recommended actions in protecting your assets! Read More

How insurance carriers invest your Annuity premium.

How insurance carriers invest your Equity Index Annuity premium. Read More

Annuities- Which one should I buy?

Annuities offer a great alternative to the fast disappearing company pension: they offer guaranteed monthly income for life! Read More

How Equity Indexed Annuities are Priced

How the participation rate, cap and floor are determined in an Equity Indexed Annuity Read More

Annuity Term Glossary

The most comprehensive Annuity Term Glossary ever assembled. Read More

Comparison of Fixed, Variable and Equity Index Annuity Features

Comparison of Fixed, Variable and Equity Index Annuity Features Read More

Features Common to All Deferred Annuities

Deferred annuities generally offer the following features to individuals. Read More

Annuities to fund Long Term Care

This blog is intended to explain how to use annuities to plan for long term care costs. Read More

Planning with Annuities- Preserve your assets and protect your family.

Planning with Annuities- Preserve your assets and protect your family. Read More

Interest Rate Increases-Who Benefits, Who Cares?

We all know that the U.S economy is lagging, the question is, how bad will it get? Read More

Annuity- Long Term Care combination can benefit you.

Did I mention that LTC benefits being paid by an insurance company are tax free? Read More

Medicaid Friendly Annuities- What are they?

Medicare Friendly Annuities are a great vehicle for planning around Medicare. Read More

Split Annuities- What are they?

This blog is intended to de-complicate the Split Annuity concept. Read More

Market Value Adjustment- What is it?

The Market Value Adjustment (MVA) in regards to a fixed annuity is defined as an adjustment to the surrender charge schedule upon a full surrender of an annuity. Read More