Annuities have long been seen as one of the financial world’s most perplexing instruments, puzzling both retirees and economists alike. While economic models suggest that annuities should be a ...
Is artificial intelligence a threat or a superpower? It’s the question just about everyone is asking in relation to their own job, but for many, including financial advisors, it’s likely to be a ...
Do you know what annuities are? Could you explain them in simple terms and accurately be able to demonstrate your knowledge of them in the real world? It’s okay if your answer is “no” because ChatGPT ...
In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients. This is not just from research, but from my lived experience. In ...
Fear of the unknown can lead to missed opportunities throughout our lives, including in financial planning. As advisors, we have a broader view of how each part of a client’s financial plan benefits ...
As annuity sales continue to climb across the industry, new research suggests financial professionals are finding an added benefit in the products beyond income guarantees and downside protection: ...
Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...