Monthly Archives June 2016

Financial Independence Day

The month of July starts off with a literal bang on the 4th when we celebrate Independence Day as a nation. Being independent is defined as “being free from the control, influence, support or aid of others.” The definition of financial independence generally describes “the state of having sufficient wealth and income to pay for necessities, without actually having to work.” But different people have different ideas about what is sufficient in terms of wealth, and what are necessary expenses versus lifestyle choices. To help your clients create financial independence, one of the first things you may do is find
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Categories: Blog Posts.

Benefits of Fixed Indexed Annuities (FIAs)

An insurance product with an investment element Tony Robbins’ 2014 book Money: Master the Game sparked increasing consumer interest in fixed indexed annuities (FIAs). Sales of FIAs in the U.S. were a record $53 billion in 2015, 13 percent above 2014 sales, according to Wink’s Sales & Market Report. FIAs have also attracted the attention of brokers looking to expand their solutions beyond stocks, bonds and funds. Here are some top reasons people are making FIAs part of their portfolios and retirement plans: Transforming savings into income. When you purchase an annuity, you are exchanging a lump sum for an
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Categories: Blog Posts.