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Category: Indexed Annuities

What You Need To Know
FOXBusiness – What Rising Interest Rates Mean for Annuities

April 13, 2017

The following are excerpts from a FOXBusiness article titled, “What Rising Interest Rates Mean for Annuities,” by Casey Dowd. “Annuities can serve to be an important leg in your retirement portfolio no matter what the current interest rates are. It is difficult to determine the perfect time to invest in an annuity, but with a… Read more

TheStreet – Too Good to Be True? Six Realities Financial Advisers Need to Know About Index Annuities

March 04, 2017

AnnuityAdvantage Founder and CEO, Ken Nuss, quoted in recent TheStreet article by Brian O’Connell. Here are a few snippets for your review: “The Dow Jones Industrial Average is at record highs, stretching almost toward 22,000 on Monday, February 27, and financial advisors may be starting to mull over ways to protect clients if the stock market,… Read more

stock market chart - fixed indexed annuities
A Way to Get Some Stock-Market Upside without Any Downside

March 02, 2017

Fixed indexed annuities are complex financial products offering a way to protect principal while still getting growth. With the stock market seeming to reach new highs almost daily, investors face a quandary. They want to profit if the market stays strong. But many, especially older Americans, also fear the market is due for a major… Read more

2016 Barron’s Top 50 Annuities

June 29, 2016

The following are excerpts from a Barron’s article titled, “Top 50 Annuities for 2016,” by Karen Hube. is referenced as a Source for the article. Barron’s compiled a list of 50 of the most competitive, top-rated annuities as of the start of this month. We looked for products with high payouts or rates and… Read more

Mutual Funds vs Fixed Indexed Annuities

February 04, 2016

When looking into investing in the stock market, one popular choice has been mutual funds. Increasingly however, many investors are opting for a fixed indexed annuity instead. There are many good reasons for this growing popularity of indexed annuities. A fixed indexed annuity is a retirement savings option where clients are given the ability to… Read more

Fixed Indexed Annuities and Hybrid Annuities and Income Riders, Oh My!

January 12, 2016

A fixed indexed annuity is a type of deferred annuity that credits interest based on the performance of a stock market index, such as the S&P 500. The policyholder’s funds are not actually invested in the stock market, but rather, the performance of the market index the annuity is tied to functions as one of… Read more

Index Annuities – Enhance Your Retirement Savings with an Indexed Annuity

January 11, 2016

An indexed annuity, also called a fixed indexed annuity, is an insurance contract that provides you with the opportunity to enjoy interest rates that are tied to the performance of a stock market index, such as the S&P 500, without the worry of losing any of your money in a downturn. Your original principal and… Read more

Equity Indexed Annuities – Now Called a Fixed Index Annuity

January 11, 2016

Equity Indexed Annuities were first introduced in 1995 as an innovative new product design that allowed individuals to earn interest based on the performance of a stock market index, most commonly the S&P 500, without any of the downside risk. Starting in 2006, the industry began renaming the product, removing the word equity, to help… Read more

2015 Barron’s Top 50 Annuities

June 25, 2015

Following are selections from a Barron’s article titled, “The Best Annuities,” by Karen Hube. is referenced as a Source for the article. Investors are realizing what academics have long preached: Fixed income annuities outshine all retirement income options. The appetite for guaranteed retirement income is reshaping the industry, and drawing investors away from the… Read more

Avoiding Market Vertigo: Warns Retirement Investors Against Heavy Rotation Into Equities

April 16, 2013

MEDFORD, Ore., April 16, 2013 /PRNewswire/ — Some market analysts are predicting a so-called “Great Rotation” out of bonds and into stocks, while others believe that continual market uncertainty will lead to most investors staying put. In either case, the endgame may be less than ideal for those who have diligently and wisely saved for… Read more

Buyer Beware the Annuity Oversell: Find the Fixed Indexed Product That Works for You

February 25, 2013

MEDFORD, Ore., Feb. 25, 2013 /PRNewswire/ — Consumer interest in fixed index annuities has surged in the past few years, driven by the desire to avoid a volatile market plus the attraction of tax-deferred advantages and lifetime income. As a result, buyers have an abundance of FIA products with a potentially bewildering range of features… Read more

2012 Barron’s Top 50 Annuities

June 05, 2012

The following are selections from a Barron’s article titled, “Top 50 Annuities,” by Karen Hube. The article contains quotes from AnnuityAdvantage’s own Senior Annuity Analyst, Debi Dieterich. Annuities, which are insurance contracts, come in many shapes and sizes. They include fixed-rate, in which the principal compounds at a pre-set rate; variable, in which the principal… Read more Responds to Dateline NBC Report ‘Tricks of the Trade’

April 21, 2008

Dateline NBC’s program on equity-indexed annuities did not offer an unbiased view of equity-indexed annuities, and encourages consumers to learn more about EIAs before discrediting them completely. Medford, OR (PRWEB) April 21, 2008 — On April 13, 2008, Dateline NBC aired a show called “Tricks of the Trade” that targeted equity-indexed annuities and the… Read more

Annuity Returns Demonstrate the Safety and Above Average Yields of Fixed Index Annuities

December 06, 2007

New credibility established for the use of fixed indexed annuities, commonly known as equity indexed annuities, as a preferred “safesavings”retirement investment product. Medford, OR (PRWEB) December 6, 2007 — announced today that according to recently compiled return data, fixed index annuities outperformed the average returns of traditional safe savings vehicles such as U.S. Savings… Read more

Bloomberg Businessweek – Retirement Made Complicated

September 23, 2007

Discussed in this new article from Bloomberg Businessweek titled, “Retirement Made Complicated” by Aaron Pressman; why equity-indexed annuities have a bad name and what investors need to know. In the piece, the website is referenced as a good information resource and comparison shopping tool for indexed annuities. Here are a few excerpts from the… Read more

The Christian Science Monitor – More Drawn to Annuities That Offer Safety with Stocks

August 22, 2005 CEO and Founder, Ken Nuss, extensively quoted in article from The Christian Science Monitor titled, “More drawn to annuities that offer safety with stocks” by Martin Skala. Here are some of the highlights… Can you link the returns on a savings instrument to the stock market and still call it a safe? Surprising as… Read more