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Tag Archives: Business

The Right Retirement Mix Includes Annuities

What is the perfect mix of retirement products that would ensure that your clients accumulate enough wealth to pass a legacy on to their heirs while maintaining a comfortable income stream as long as they live?  This is the million-dollar question that every financial advisor aims to answer.  According to Peng Zhou, Ph.D., an actuary  Full Article…

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What are Secondary Market Annuities?

Annuities have surged in popularity with seniors and baby boomers recently.  As many companies are eliminating pensions for their employees, many people have turned to annuities as a “build your own pension” for personal savings.  Many annuities offer a unique combination of income for life plus protection from market risk.  Retirees are using this strategy  Full Article…

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Scott Burns Endorsement of Annuities

At Annuity Think Tank, we would like to commend columnist Scott Burns.  Scott has been an outspoken critic of annuities over the years.  He is often introducing good debate and discussion over the place of annuities in a client’s retirement and safe-money portfolio.  And while we don’t always agree with Scott opinion, he has never  Full Article…

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7 Blunders of Retirement Planning

USA Today’s Rodney Brooks had a good article on some of the numerous missteps and miscalculations retirees AND advisors face when planning for income needs in retirement years.  Click here for the whole article, but here’s a list of the Top 7 Mistakes:   Are you really going to spend less when you retire? Do  Full Article…

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Consumers Looking For Honesty And Trust In Their Advisor

Based on a recent survey of servicemembers and their families, honesty and trustworthiness are the two most important factors for consumers when choosing a financial advisor.  While I understand that this isn’t necessarily earth-shattering news, it does reinforce that honesty and trust are attributes that every successful advisor must convey.  The survey, which was commissioned  Full Article…

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