Posts Tagged Split Annuity

  • 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...

  • Goodbye to an Awful Ten Years Goodbye to an Awful Ten Years

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Thank goodness the first 10 years of this 21st century is in the past. Lots to be thankful for assuming we are enjoying good health and family good health. However, our retirement nest eggs have not enjoye...

  • Split Annuities – Another Way to Defer Tax Split Annuities – Another Way to Defer Tax

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor 'Split Annuities' are my favorite strategy for managing and protecting assets especially valued retirement assets. A ‘Split Annuity’ is really two or more annuities that are issued together – to coordinat...