Louise, a self-employed healthcare consultant, explains how getting out of the stock market and into indexed annuities has brought her closer to her retirement goals.
David, a recently retired engineer, talks about shifting his mindset and his money from risk to safety for his retirement nest egg.
Frank, a former pastor who has been retired for the last 16 years, discusses how putting funds into safe money options has allowed him and his wife to carry out their retirement dreams.
Thank you Gerry! We appreciate your help as we receive and manage these annuity payments. It’s really great that our parents took care of their finances and had the foresight to help us continue to take care of our family assets. Thank you for being such a great “finance guy” to our mom and dad. – Carol S. Scottsdale, Arizona
Thank You for your help in setting up a lifetime income for me that I could never outlive. Your help in filling out all the claim paperwork when my husband passed was really helpful. It seems that nobody thinks about what happens when you lose your spouse. – Betty L. Yuma, Arizona
Your help in assisting our family when my aunt passed away was greatly appreciated. We had no idea what was in store for us and didn’t know where to turn. Thank You! – Larry S. Dallas, Texas
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