Tag: Investment Strategies
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034 Build a Bond Portfolio or Buy an Annuity?
Ramsey, Mark, Will and Paul debate the pros and cons of taking a DYI approach to creating income in retirement. Connect with That Annuity Show at ht…
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025 Annuity Index Illustrations – About More Than Just Highs and Lows?
Mark, Will and Paul take a look back at the continued rapid growth of fixed indexed annuity (FIA) sales across the industry. They discuss the recent r…
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023 Accumulation Annuities and Option Budgets
We may look back and call 2019 the year of the accumulation-focused fixed indexed annuity. Many carriers have launched interesting new annuities focus…
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016 How to master the new wave of accumulation FIAs
We have witnessed an explosion of choices for advisors focused on providing their clients with accumulation-oriented fixed indexed annuities. How shou…
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005 When is a 0% Loss Better Than a 20% Gain?
In the news – Sean Ruggiero on Insurance News Net makes an interesting case for purchasing an FIA rather than investing in the market. In , Sean sugge…
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002 Caps, Participation Rates and Retirement
In the news – Our hosts discuss an article that appeared in the Aiken Standard by Greg Roberts called “ON THE MONEY: Another look at indexed annuities…