Are Insurance Companies at Risk? April 3, 2023 Economy and the Markets annuities, Banking Crisis, insurance, Silicon Valley Bank We’ve fielded questions about insurance companies and annuity providers; we believe the banking crisis has been largely contained.Read Morekeyboard_arrow_right
A Banner Year for Annuities July 11, 2022 Financial Planning Andrew Busa, annuities, financial planning, insurance Do you hear that? It’s the sound of annuity salespeople everywhere cashing their bonus checks. Projected annuity sales for 2022 are in the neighborhood of $280 billion. That will surpass the previous all-time high of $265 billion set in 2008. Annuities sales increase when the market is unsettled and interest rates are rising. But are all … Read Morekeyboard_arrow_right
Annuities 101 June 27, 2021 Investing annuities They aren’t for everyone, but rising interest rates are making annuities look more attractive for a subset of investors and others seeking retirement income. Let’s begin with the basics: At its core, an annuity is an agreement you make with an insurance company where you pay them and then they pay you … Read Morekeyboard_arrow_right
Is ‘Guaranteed Lifetime Income’ Good for Investors? June 13, 2019 Adviser Fund Update 401(k), annuities, insurance, IRAs, RMDs, SECURE act House Bill’s ‘Guaranteed Lifetime Income’ Good for Investors or Just Good Politics? For all the talk of political gridlock in the nation’s capital, the House of Representatives has passed a bill meant to benefit investors. Could it make things better for savers like you? Let’s take a look. On May 23, the … Read Morekeyboard_arrow_right