Insurance Basics 101: Annuities vs. Life Insurance

Annuities and Life Insurance both seek to address the needs of clients pondering how to provide for themselves and/ or their families with retirement and end-of-life expenses. These two types of investment products help policyholders plan for their future by saving money in the present, according to the specifications of their plans. To put it […]
Retirement Choices: CDs and Annuities Offer Taxable Returns Now or Tax Deferred Growth For the Future

It can be confusing for your clients to discern whether certificates of deposit or annuities are a better investment for their retirement future. On second thought, perhaps the idea of what’s an investment needs redefined. Most of your clients will understand that a certificate of deposit (CD) is an investment. They deposit their money in […]