Annuities

Principal protection not often matched

Like cash value life insurance, annuities, when structured properly, may offer tax benefits, asset protection qualities, and principal protection in ways that other asset classes cannot match. These advantages are especially applicable for those in or close to retirement and those concerned about outliving their capital or just “living off the interest.”

ARTICLES

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David Mandell

Equity-Indexed Universal Life Insurance and Structured Notes

Faced with high inflation, potential interest rate hikes and a destabilizing international political environment, today’s…

VIDEOS

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Webcasts

2021 Tax Planning: The Biden Tax Plan & More

With the Democrats in control of both the House and now the Senate, and the…

PODCASTS

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Bob Peelman

Why is the Market Going Up?

OJM Group · Why Are the Markets Going Up When Economic News Looks Grim? In…