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 Northwestern Mutual Flexible Payment Variable Annuity Account A

What Will Be Covered in this Annuity Review?

In this annuity review, we will be going over the following information about the Northwestern Mutual Flexible Payment Variable Annuity Account A:

  • Product type
  • FeesIndependent Review of Northwestern Mutual Life Select Gold Fixed Annuity
  • 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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How an Annuity Can Enhance Your Retirement Portfolio

It’s no secret that people are living longer these days. Unlike just a few decades ago, today, spending 20 or more years in retirement is becoming more common – and in some cases, people are actually spending more time in retirement than they did in the workforce.

But, while a nice long vacation from work can sound really enticing, the reality is that income must last just as long – and without some kind of ongoing income guarantee, each day that you spend money in retirement can be like watching the gas gauge on your dashboard inching its way towards Empty.

Is that really any way to “relax” during your golden years?

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How to Safely Cruise Into Retirement Starting Now

Because a Safety Belt Does No Good After a Crash!

Looking at a graph of the Dow Jones or S&P 500 returns over the past several years may appear more like a roller coaster at an amusement park – and the uncertainty may also cause you to similarly scream.

In fact, about the only constant in the market lately is volatility. And, while many investors are aware that the record-breaking highs can’t go on forever, it’s impossible to find that fine line between when to get out safely and when you might lose out on future gains.

Unfortunately, though, hindsight is always 20/20. So, how can you determine when you need to buckle up?

There are a few key indicators that can be helpful. Equally important is to take heed, though, because just simply having a safety belt won’t do you any good – you actually have to take action and put it on.

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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.

Continue reading

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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