Category Archives: Blog

9 Nov2014

Annuity Sales Practices – Are you only hearing about the benefits?

Have you ever sat through an annuity sales presentation where the benefits of an annuity are highlighted over and over again…yet the disadvantages are glossed over and barely mentioned? In any business agreement, the contract has to be advantageous for … Continue reading

9 Nov2014

Peace of mind during retirement? Annuities should do the trick…

As retirees get older, the fear of running out of money and losing a fixed income sets in rapidly. I speak with individual clients on a weekly basis that just want to make sure that they don’t run out of … Continue reading

9 Nov2014

Common Objections to Annuities – Clark Howard, Fees, and the Glorified Savings Account

I speak with retirees on a daily basis and seem to run into some common objections. I’m taking the opportunity to address some of my favorite misconceptions and discuss them here. Here goes:

1. “Clark Howard doesn’t like annuities.”

Ladies and gentlemen, Clark Howard is great. I’ve met him at an Atlanta Hawks game before and he’s literally one of the nicest radio personalities that you’ll ever meet.

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9 Nov2014

An Important Resolution-Making the Decision

As the year comes to a close, getting your financial house in order should be a priority for you and your family. Whether you decide to do something before the year end or right after the first of the year, it is important to DO SOMETHING if you have been unhappy with your financial accounts for as long as you can remember. Ask yourself, “When was the last time you were pleased with your returns?” If you can’t answer the question, then it’s time to explore other options.

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9 Nov2014

Albert Einstein and Fixed Indexed Annuities: Finding Peace of Mind During Retirement

Here is the link to an article that I was asked to write for Fox Business: http://www.foxbusiness.com/investing/2011/09/16/albert-einstein-and-fixed-indexed-annuities-finding-peace-mind-during/