Sentences with phrase «investors about the annuities»

Not exact matches

Outlining what investors should know about annuities if they are looking for guaranteed income for life, with Jim Schlager, Moss Adams Wealth Advisors.

The great thing about the annuity marketplace is the wide selection of products that can meet the individual and unique needs of every investor.

«Since individuals may purchase annuity plans to avoid such taxes, it's important for investors to learn as much as they can about the potential annuity inheritance tax.»

A zero floor means Capital Choice contracts work much like an indexed annuity in which there is no loss of principal and floors appeal to investors unsure about market performance or nervous in the face of rising volatility, Carlson said.

FINRA, the Financial Industry Regulatory Authority, has posted an Investor Alert about the complexities and risks of equity - indexed annuities, which any potential buyer ought to read.

Since 403 (b) plans are often dominated by annuity products, these actions are very telling about the investor - friendly state of this sector.

Visit our variable annuity compliance documents page to access prospectuses, which contain information about contract charges and fees for the variable annuity products offered by Annuity Investors Life Insurance Company.

In this fun conversation between two old friends and colleagues, Tom Cock of Vestory.com and Paul discuss their 401k Project, John Bogel, and answers to listener / investor questions about newsletters, currency, IRAs, annuities and more.

When investors are asked about the attributes of annuities — but not the products by name — 90 % said they are receptive to the idea of guaranteed lifetime income, even if it means relinquishing control of the principle or paying higher costs, Jackson learned — suggesting that there is a great disconnect between what investors think they know about annuities and what advisers can teach them about them.

The way most salespeople describe thinking about the annuity discourages investors from realizing that their original money is gone forever.

A survey by Financial Research Corporation showed that more than 36 % of investors ask about the guarantees of Fixed Income Annuities.

FWIW, I think a simple annuity with a highly reputable / established company can make sense for some investors, particularly if they don't want to worry about withdrawal rates / prefer to just get a steady check every month.

For additional guidance about variable annuities and what to consider before buying, the U.S. Securities and Exchange Commission has published investor tips at www.sec.gov/investor/pubs/varannty.htm.

So if you're a consumer / investor and your «financial planner» has any of these letters after their name, then you can count on hearing all about how you need to load up on way too much whole life insurance (AKA Variable Universal Life), and / or fixed or variable annuities.

Another reason why investors buy fixed annuities, is because they think they're going to lose a lot of principal forever if they buy bonds when interest rates are low (and are about to go up).

People are frequently talking about annuities in their neighborhood and looking forward to trying their hand at which is a good sign for both the insurance providers and the investors.

Because some investors get queasy about a variable annuity's unpredictable payouts, some immediate VAs guarantee a percentage of your first payment.