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 Mutual of Omaha Income Access Immediate Annuity

What will we be covering in this Mutual of Omaha Income Access Immediate Annuity review?

In this annuity review, we will be covering the following details regarding the Mutual of Omaha Income Access Immediate Annuity:

  • Type of product and it’s featuresIndependent Review of the Mutual of Omaha Ultra Secure Plus 7 Year 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.

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It Doesn’t Cost Anything Just to Look – Understanding the Allianz 222 Free Look Period

As we get older, we realize that there are no such things as “do-overs” – especially as it pertains to financial matters.

For instance, imagine if you purchased a stock and the shares immediately went down in value. What do you think your financial advisor would say if you called and said that you’ve changed your mind and you want all of your money back?

That conversation probably wouldn’t go too well…at least not for you!

How about when you buy a new car?

Would the dealer have you sign all the paperwork and drive around in it for a few weeks while you’re determining whether or not it’s really the right vehicle for you.

Nope!

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Independent Review of the Mutual of Omaha Ultra Income Immediate Annuity

What will we be covering in this annuity review?

In this annuity review, we will be covering the following details regarding the Mutual of Omaha Ultra-Income Immediate Annuity:

  • Type of product and it’s featuresIndependent Review of the Mutual of Omaha Ultra Secure Plus 7 Year 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

How to Stretch Out and Control What You Leave for Loved Ones

Even if you’ve put together the most rock-solid financial plan possible, it could be that after you’re gone, things won’t necessarily go the way that you intended them to. This can be particularly true if a loved one doesn’t share the same monetary values as you do.

For many individuals, the transfer of wealth from one generation to the next can seem ominous. And why wouldn’t it, since the majority of wealth transfer plans fail?

In other cases, people just simply put off this type of planning altogether – until it becomes too late.

Either way, it often ends up that the bulk of your hard-earned assets will go straight into Uncle Sam’s pocket.

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Independent Review of the Sammons LiveWell 10 Year Fixed Index Annuity

What Will Be Covered in this Review?

In this annuity review, we will be discussing the following information regarding the Sammons LiveWell 10 Year Fixed Index Annuity:

  • Product type and featuresIndependent Review of the Sammons LiveWell 10 Year Fixed Index Annuity
  • Fees
  • Current rates
  • Realistic long-term return expectations
  • How it 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