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Articles - Personal Financial Advice Arranged by Topic
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Annuities of the Month

Target Select 9 (100k)

Nine Year Guaranteed
Average Interest Rate
5.68%
9 Year Surrender Term

A+ (Superior) Rating 
from A.M. Best

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Palladium Century 7

First Year Interest Rate
10.65%
10 Year Surrender Term

A+ (Superior) Rating from A.M. Best

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Agent Contracting

Guarantee 3+3
Master

Guaranteed 3 Years
5.65%
6 Year Surrender Term

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Agent Contracting

 

 

 

 

2004 Newsletters

December
bulletCollecting Social Security
bulletEquity-Indexed Annuities
bulletRamp Up Retirement Savings
bulletCash-Value Insurance
bulletBusiness-Owner Policies
bulletFollowing the Dollar Decline


November
bulletHigher Interest Rates
bulletSplit Annuity Strategy
bulletUniverse of Mutual Funds
bulletIdentity Theft
bulletOil and the Economy
bulletInternational Equities


October
bulletMarkets and Confidence
bulletGive Your IRA a Raise
bulletThink Long-Term Care
bulletUsing Charitable Trusts
bulletSIMPLE Plans
bulletConsumer Rates Stay Put


September
bulletIs Retirement Confidence Justified?
bulletDisability Income Protection
bulletHelp Bypass Estate Taxes
bulletNot Your Father's Pension
bulletOverseas Investing
bulletYoung Families Often Neglect Life Insurance


August
bulletDividend Payouts
bulletConsider a Fixed Annuity
bulletImportant Birthdays
bulletOne-Year Performance
bulletBusiness Succession Plans
bulletWhat's Ahead in the Second Half?


July
bulletLong-Term Perspective
bullet529 Plans
bulletCountdown to Retirement
bulletPreservation Principles
bulletBonds and Short-Term Rates
bulletGrowth in the Economy


June
bulletMedicare Act of 2003
bulletAnnuity Advantages
bulletInheriting Spouse's IRA
bulletMutual Fund Benefits
bulletMoney and Marriage
bulletMarkets Watch June 30


May
bulletYour Tax Return
bulletTerm and Permanent Insurance
bulletGive and Get
bulletRealistic Expectations
bulletDiversified Investing
bulletRising Oil Prices


April
bulletEstate Planning
bulletAdding a Fund
bulletFixed Annuity Factors
bulletSocial Security Boost
bulletYour Business and Your Retirement
bulletEmployment Prospects


March
bulletVariable Annuities
bulletDisability Income Protection
bulletCorporate Dividends
bulletBetter Build a Ladder
bulletFlexible Life Insurance
bulletWhat if Rates Rise?


February
bulletWhat's in Store for '04?
bulletCommon Trust Mistakes
bulletTax-Free Roth IRAs
bulletUmbrella Policies
bulletGive a Dollar
bullet4th Qtr. Earnings


January
bulletGearing Up for the New Year
bulletBenefits of Variable Annuities
bulletCollege Sticker Shock
bulletOn a Roll
bulletProtecting Your Business
bulletMedicare Reforms

 

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