What Happens When an Annuity Salesperson Reads My Security Benefit Annuity Review?

Tuesday, September 11 2012 | Leave a comment

I’ve written a few annuity reviews on my blog, which frankly, have been a huge hit.  I get complimentary emails every day from people all over the USA  – which is a great feeling and one of the reasons I continue to review new products and explain how they really work.  I’ve also gotten great…

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3121 words.

Estimated reading time: 45 minute(s)

In Index annuities Investor Alert Investor Education | | | | |

Retirement Income Planning Disasters (Part 1)

Tuesday, August 7 2012| 1 Comment

Since starting my blog I’ve gotten hundreds, maybe close to a thousand, email inquiries from people all over the US looking for some guidance/affirmation.  The affirmation requests come from folks who have implemented some type of retirement investing program.  They usually share some details, and then finish with, “Do you think this is a sound…

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2021 words.

Estimated reading time: 31 minute(s)

In Index annuities Investor Education Retirement Income Planning | |

An Independent Review of the National Western (NWL) Global Lookback Annuity

Wednesday, May 16 2012 | 5 Comments

Over the past few months I’ve done quite a few annuity reviews.  They’ve all taken some time but most have been fairly easy for me to break down, test, and get complete comprehensive reviews done and online. …But A few weeks ago I had a blog reader want my view on The National Western Global…

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877 words.

Estimated reading time: 14 minute(s)

In Annuity review Index annuities Investor Education | | | |

An Independent, Objective Review of the Allianz Alterity Variable Annuity

Friday, February 17 2012 | 2 Comments

Per a client request this week I’ll be reviewing the Allianz Alterity Variable Annuity.  This will be my first review of a Variable Annuity as the last two that I reviewed were both Index Annuities. There are a few very important differences when reviewing a Variable Annuity versus an Index Annuity.  Here’s the short and…

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1988 words.

Estimated reading time: 30 minute(s)

In Financial product companies Index annuities Investor Education Jason Wenk | | |

An Independent Review of the Aviva Balanced Allocation Annuity 12 (BAA12)

Thursday, February 2 2012 | 8 Comments

A couple weeks ago I reviewed an annuity (the Security Benefit Secure Income Annuity) that has become quite popular over the past year or so and got some very interesting feedback.  Most of the feedback was very good, but there were a few negative emails as well.  The negative email came from some insurance agents…

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1693 words.

Estimated reading time: 25 minute(s)

In Financial product companies Index annuities Investor Education The Wall Street System | | | | |

An Independent Review of the Security Benefit Secure Income Annuity (SIA)

Friday, January 20 2012 | 60 Comments

Warning: This is a long post about annuities and contains a very detailed 50-minute video as well. If you have zero interest in annuities, how they work, or if they make sense at all then this post isn’t for you. But if you’ve been pitched an annuity by an advisor or agent and want a…

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2036 words.

Estimated reading time: 31 minute(s)

In Index annuities Investor Alert Investor Education | | |

Danger: Con Artists Masquerading as Financial Advisors Coming to a Town Near You!

Friday, November 11 2011 | 2 Comments

I’ll probably do a weekly market update tomorrow – but ran across something today I had to share with my blog readers. As a financial advisor I’m constantly being bombarded by companies trying to sell me their products/services; or trying to get me to try to sell my clients their products/services.  99% of the time…

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755 words.

Estimated reading time: 12 minute(s)

In Index annuities Index Annuities (bad) Investor Alert The Wall Street System Uncategorized

Crazy Lies (or mis-statements) of Annuity Sales People (who call themselves financial advisors)

Tuesday, April 12 2011 | 5 Comments

Hello All, In my last post I talked about what was shaking in the world of the fantasitc (sarcasm noted) prodcuts known as index annuities.  What we learned, I hope, is that there are a lot of expenses you never know exist and a lot of people, companies, etc – that get paid when you…

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686 words.

Estimated reading time: 11 minute(s)

In Index annuities Index Annuities (bad) Index Annuities are bad Investor Alert