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

US Federal Reserve Building
David Mandell

Four Ways to Leverage Today’s Ultra-Low Interest Rates

As we navigate through this difficult time in the U.S. economy, a few bright spots…

VIDEOS

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Webcasts

Reopening Your Practice

Taking a look at the financial side of reopening your practice during COVID-19? In our…

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…