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 Jackson National Elite Access Advisory Variable Annuity

What’s Discussed in this Review

In this annuity review, we will be going over information regarding the Jackson National Elite Access Advisory Annuity, including:

  • Product TypeIndependent Review of the Jackson National Perspective Advisory 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.

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Independent Review of the Ameritas No-Load Variable Annuity

What’s covered in this Review?

In this review, we’ll cover the following information about the Ameritas No-Loan Variable Annuity:

  • Product typeIndependent Review of the Ameritas No-Load 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

3 Reasons Why It Pays To Work With A Financial Advisor

William P. Bengen knows a thing or two about financial planning. Not only is he good with numbers, he graduated from MIT, worked as a financial planner, and co-authored a book called, Topics in Advanced Model Rocketry.” But that book wasn’t what ultimately rocketed Bengen to fame.

He is most known for a paper published in 1994 in the Journal of Financial Planning that became the foundation for what is arguably the industry’s most referenced rule of thumb: the 4 percent rule. Bengen developed this rule to answer the question, how much can you spend in retirement without running out of money?

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Independent Review of the Guardian Life ProStrategies Variable Annuity

What’s covered in this Review?

In this review, we will be going over more in-depth information on the ProStrategies variable annuity from Guardian Life, such as:

  • Product typeIndependent Review of the Guardian Life ProStrategies 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

Independent Review of the Jackson National Perspective Advisory Variable Annuity

What Will Be Discussed in this Annuity Review

In this review, we’ll be covering the following details about the Jackson National Perspective Advisory Variable Annuity:

  • Product TypeIndependent Review of the Jackson National Perspective Advisory 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