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

illustration of house wrapped with padlock
David Mandell

How to Protect Your Home and Home Equity From Liability

Along with retirement and personal investment accounts, the family home (and its equity) is often…

VIDEOS

interest rates in newspaper
Webcasts

Four Ways to Leverage Low Interest Rates in Your Wealth Planning

 OJM Group Managing Partner Jason O’Dell outlines four opportunities to leverage low interest rates…

PODCASTS

stock charts on smart phone
Bob Peelman

Why is the Market Going Up?

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