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 Delaware Life Pinnacle MYG Annuity 3-Year (MYGA)

What’s Covered in this Delaware Life Pinnacle MYG Annuity Review?

In today’s review, I’ll be covering the following information on the Delaware Life Pinnacle MYG 3-Year MYGA (Multi-Year Guaranteed) Annuity:

  • Product TypeIndependent Review of the Delaware Life Pinnacle MYG Annuity 3-Year (MYGA)
  • Fees
  • 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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Independent Review of the Symetra Financial Symetra Edge Plus 7 Fixed Indexed Annuity

What’s Covered in this Symetra Edge Plus Fixed Indexed Annuity Review?

In today’s review, I’ll be covering the following information on the Symetra Edge Plus 7 Fixed Indexed Annuity:

  • Product Type
  • Fees
  • 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.

Continue reading

5 Investment Tips To Help You Retire Early

Early retirement isn’t just a pipedream; it’s a growing reality for a number of motivated and ambitious individuals who have decided to take retirement saving to a whole new level. These are everyday workers who start saving with salaries as low as $50,000 a year. Their goal? To achieve this definition of financial independence: doing what you want, when you want, while you are still young enough to enjoy it.

Could you retire early? According to a 2017 Retirement Confidence Survey by the Employee Benefit Research Institute, there is a big gap between when people think they can retire versus when they actually do. Only 9 percent of workers say they plan to retire before age 60, versus the 39 percent of retired individuals who actually did retire early.  The stock market has been climbing steadily for the past eight years, with the S&P 500 index more than tripling since 2009. Want to know what you can invest in to achieve your dreams of financial independence? We’ve compiled a list of 5 key tips so you can rethink what’s possible.

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Independent Review of the Lincoln National Investor Advantage Fee-Based Variable Annuity

What’s Covered in this Annuity Review

In this review, we’ll cover the following information on the Lincoln National Investor Advantage Fee-Based Variable Annuity:

  • Product TypeIndependent Review of the Lincoln National Investor Advantage Fee-Based Variable Annuity
  • Fees
  • Current rates
  • Realistic long term return expectations
  • How it is 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.

Continue reading

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