Independent & Objective Reviews on Annuity Investments

Annuity Salespeople Telling the Whole Truth? Find out here with in-depth annuity reviews that reveal the facts on what you can really expect from your annuity.

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Independent Review of the Pacific Life Frontiers ll Fixed Deferred Annuity

What We Will Cover in this Annuity Review

In this annuity review, we will be covering the following details regarding the Pacific Life Frontiers ll Fixed Deferred Annuity:

  • Product type
  • Independent Review of the Pacific Life Pacific Frontiers ll, 1 Year Guarantee Fixed AnnuityFees
  • Current rates
  • Realistic long-term return expectations
  • How this annuity is best used
  • How it is most poorly used

Annuities can be complex. That’s where having an Annuity Investigator who loves math comes in.
We make the complex, simple.

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How To Choose Inflation-adjusted Annuities For Your Retirement

What starts out as a seed during your working years goes on to become your income during retirement. This is your savings portfolio, and it grows because of dollar cost averaging the power of compound interest, and your regular contributions. But what happens when you retire?

They say that money doesn’t grow on trees, but if you could turn your portfolio into a perpetually giving tree, wouldn’t you want to know how? Annuities are one way to structure your portfolio for lifetime income, but if you plan carefully, they can also give you a pay raise during retirement so that your income continues to grow. Here is what you need to know about inflation-annuities.

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Independent Review of the Principal Preferred Series Annuity

What Will Be Covered in this Review?

In this annuity review, we will be going over the following details regarding the Principal Preferred Series Annuity:

  • Product typeIndependent Review of the Principal Income Immediate Annuity
  • Fees
  • Current rates
  • Realistic long-term return expectations
  • How the annuity is best used
  • How the annuity is most poorly used

Annuities can be complex. That’s where having an Annuity Investigator who loves math comes in.
We make the complex, simple.

Continue reading

Estate Planning Made Simple: How To Pass On Wealth Using An Annuity

Ronnie found true love late in life and remarried at the age of 45. He and his new wife bought a new house and together they raised two daughters. Ronnie wanted to make sure that his daughters and new wife were taken care of, but he didn’t want the hassle and expense of setting up a trust. So he chose to write out his intentions in a last will and testament.

Ten years later when Ronnie passed away, his wife and daughters were surprised to find out they would not be receiving anything from Ronnie’s 401(k), valued at $1.3 million. Because of a simple planning mistake, they wouldn’t get any of that money at all. Here is what you need to know about how annuities can help your retirement and estate planning with a simpler option for the transfer of wealth.

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Independent Review of the Northwestern Mutual Select Fixed Annuity

Independent Review of the Northwestern Mutual Select Fixed Annuity

In this annuity review, we will be going over the following details regarding the Northwestern Mutual Select Fixed Annuity:

  • Product type
  • FeesIndependent Review of Northwestern Mutual Life Select Gold Fixed Annuity
  • Current rates
  • Realistic long-term return expectations
  • How the annuity is best used
  • How the annuity is most poorly used

Annuities can be complex. That’s where having an Annuity Investigator who loves math comes in.
We make the complex, simple.

Continue reading