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You insure your house, you insure your car, why not insure your income?

By Steve Jurich | August 28, 2021 | 0

At OUR PLANNING FIRM, our goal is for you to stop worrying about your money….permanently.  Not because of “positive thinking” or MIND CONTROL, but because of a clearly laid out…

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Your 403(b) and Fixed Index Annuities: Smart Retirement Planning for Teachers

By webteam | February 6, 2017 | 0

Many privately held companies offer their employees a 401(k) retirement plan as part of their benefits package. Public employees typically have a similar option, with most schools offering educators a…

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Wealth Manager and Annuity Authority Steve Jurich Hits Amazon Best-Seller List With New Book

By webteam | January 29, 2016 | 0

Best-selling Author Steve Jurich, Certified Income Specialist™ and Editor of MyAnnuityGuy.com™, recently hit three separate Amazon.com best-seller lists with his book, “Smart is the New Rich™.” Scottsdale, AZ – July…

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Income Planning In The New Economy

By webteam | January 29, 2016 | 0

Most people want to simplify their finances, not make them more complicated. But planning for 30 years of income is far more complicated than previously thought. It turns out that…

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Will You Be Able To Retire, And Stay Retired?

By webteam | January 29, 2016 | 0

When baby boomers were growing up and growing their hair, people said that “these kids don’t know what they want.” Today, baby boomers are becoming very clear about what they…

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Research: Rising Satisfaction Among Annuity Owners…

By webteam | January 29, 2016 | 0

Just Don’t Use The Word Annuity… People like what annuities do, they just wish they were called by a different name, according to recent research among Baby Boomers, conducted by…

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Recent Posts

  • You insure your house, you insure your car, why not insure your income?
  • Your 403(b) and Fixed Index Annuities: Smart Retirement Planning for Teachers
  • Wealth Manager and Annuity Authority Steve Jurich Hits Amazon Best-Seller List With New Book
  • Income Planning In The New Economy
  • Will You Be Able To Retire, And Stay Retired?

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    *All of the information on this website is general and educational in nature. While in general, we favor annuities, no specific annuity products are being promoted or recommended on this website. Please read and review all materials related to an annuity with a licensed agent. No information from this website shall be construed as an offer to “buy,” “purchase” or “sell” a security or in any way make a recommendation. Recommendations can only be made with a personal review of your suitability. Variable annuities are sold by prospectus and are not promoted on this website. Fixed annuities provide a Statement of Understanding and contractual guarantees. Please review with a licensed agent. Not approved in all states. Penalties for early withdrawal prior to age 59 ½. Review and understand potential surrender charges and limitations as well as refund provisions. All guarantees are provided by the claims paying ability of the issuing insurer. Income and withdrawal guarantees on fixed index annuities refer to income values, not interest rates on accumulation values. Income withdrawal benefits are drawn from accumulation values. When withdrawal rates exceed interest rates on accumulation values, accumulation values are in position to fall. When withdrawal rates are less than interest rates on accumulation values, accumulation values are in position to rise. See your annuity documents for details, and call us with questions at (888) 310-1776. Thank you.

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