by Kenny | Mar 1, 2018 | Market review and Outlook
What a difference a month makes! 2018 began with strong gains, only to see much of those gains evaporate as volatility returned to the markets amid concerns of continued interest rate hikes by the Fed. The conundrum is that interest rates are rising because of... by Kenny | Feb 27, 2018 | Weekly Newsletter
Fixed Annuities: Guaranteed Investment Performance With a fixed annuity, the owner is guaranteed at least a minimum rate of investment return. The insurer declares a specific credited rate of return based on the investment performance of its general account assets.... by Kenny | Feb 27, 2018 | Weekly Newsletter
If you’re like me, when you first read the qualified disclaimer rules, the phrase comes “must be nice” comes to mind. And while it’s true these rules are used more often by wealthier Americans, anyone can incorporate them into their estate planning as a tool to make... by Kenny | Feb 16, 2018 | Weekly Newsletter
This Valentine’s Day, join the Indexed Annuity Leadership Council (IALC) in spreading the love for fixed indexed annuities (FIAs). With the ability to grow and protect your nest egg, FIAs could be the long-term relationship you have been looking for to ensure a steady... by Kenny | Feb 8, 2018 | Weekly Newsletter
In recent years, we have seen an uptick in the interest of fixed indexed annuities (FIAs), but there is still a great deal of misunderstandings about this retirement product – down to even its most basic principles. Let’s start with defining FIAs. These products are...