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 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.

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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

The Easy Trust. How to Ensure a Lasting Legacy – Now and Later

Regardless of your net worth or the number of assets you’ve built up over the years, it’s likely that at some point, you’ve been approached about estate or legacy planning. Some attorneys will even go so far as to use scare tactics, citing that your loved ones might have to sell the family home – or even that they’ll become destitute – if proper estate planning isn’t put in place.

Oh, and as a side note, that planning usually comes with a hefty fee.

This alone is enough to frighten people into blindly following their advisor’s every last suggestion…or alternatively into running the other way as fast as possible, and in turn, doing absolutely nothing (but “saving” money in the process).

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Independent Review of the Athene Agility 7-Year Fixed Indexed Annuity

What We Will Be Covering in this Annuity Review

In this annuity review, we will be discussing the following details on the Athene Agility 7-year fixed indexed annuity:

  • Product typeIndependent Review of the Athene MYG 5 Fixed 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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