Annuities
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What Are Volatility Controlled Indexes?

William Walsh
Fixed Indexing, sometimes referred to as Equity Indexing, in annuities, may be the single most significant innovation in personal finance and investin...

Annuities: A Port in a Storm

William Walsh
The main advantage of annuities in turbulent market conditions is obvious – stability. When you know exactly how much to expect when your investment...

What is Annuitization?

William Walsh
Annuitization is the process of converting a lump sum into a guaranteed income. Typically, this income is guaranteed for the lifetime of the annuitant...

Can an Annuity Replace a Long Term Care Insurance Policy

Planning for retirement and living on a fixed income are challenging enough, but an unexpected stay in a nursing home can, to paraphrase Robert Burns,...

Are Annuities Expensive?

William Walsh
While there are several ways to look at this question, compared to other “safe” investments, like bonds and CDs, annuities are expensive. They hav...

What is an Annuity?

William Walsh
Sitting somewhere at the intersection between insurance and investments, annuities are confusing and often misunderstood. Some say they’re expensive...

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