Posts Tagged Index Annuities

  • Inundated with low interest environment & healthcare reform? Inundated with low interest environment & healthcare reform?

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Lots and lots of things are going on in our world today. These two topics – low interest & health care reform – seem to dominate media focus. Let’s shed some additional light on these two topics. We...

  • Taxes,Taxes,Taxes – what’s a tax payer to do? Taxes,Taxes,Taxes – what’s a tax payer to do?

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor It is 2013 – another New Year, and the Fiscal Cliff is upon us. For the past several months, the media has inundated us with threats and promises of this impending doom. Media hype has focused the Fiscal Clif...

  • Fear and Greed Index Fear and Greed Index

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Really – what makes today’s stock and mutual fund markets so volatile? We hear about lots of influences that cause the stock market to bounce all over the place. The S&P 500 and the Dow Jones Industrial A...

  • Resolve for Safety and Flexibility in 2012 Resolve for Safety and Flexibility in 2012

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor As we turn the calendar to another year, I am sure you are aware that 2011 ended up not a strong stock and mutual fund year. For a long time now, I’ve encouraged retirees and soon to be retired folks (within ...

  • The Value of Safety The Value of Safety

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor The roller coaster ride for those aboard the stock and mutual fund markets continues. You hear me say continually, “None of my clients have lost money.” I continue with that statement. We only provide fix...

  • GET THE FACTS! About Fixed Annuities GET THE FACTS! About Fixed Annuities

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Why do people buy fixed annuities? What makes fixed and fixed indexed annuities so popular? They offer a unique and attractive blend of safety, growth potential, tax advantages, lifetime income, liquidity and e...

  • Protection without the Drama Revisited Protection without the Drama Revisited

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Our clients - following our annuity strategies – have not lost money due to market volatility. That’s because fixed index annuities are insurance products, so they are protected from losing principal as a r...

  • Protection. Without all the drama. Protection. Without all the drama.

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Our financial practice focuses on the use of fixed and fixed-index annuities due to their safety from stock and mutual fund market downturns. What a roller coaster ride with the stock and mutual fund mar...

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