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At year-end, United Heritage Life Insurance held nearly $627 million in assets and nearly $71 million in capital and surplus. We can be reached by phone at (888) 440-2468 and via email by going to our secure online contact form. The Annuity Gator’s End Take on the Jefferson National Monument Advisor Annuity Product Where this annuity works best:Jackson National describes the RateProtector annuity as a multi-year fixed annuity that offers 3-, 5-, or 7-year interest rate guarantee options. This annuity tracks the S&P 500 index. My name is Mark Shelby, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. The Annuity Gator’s End Take on the NAC North American Guarantee Choice 5 Annuity Where this annuity works best: If you are seeking protection of principal in any market condition; If you want a set rate of growth for a certain period of time, without the worry of losses in a volatile market;The Annuity Gator’s End Take on Nationwide’s New Heights 10 Fixed Index Annuity. I specialize in helping my clients financially prepare for retirement with the proper use of annuities. Retirement annuities (or RA’s) are a type of fund in terms of the Pension Funds Act in that they are tax-advantaged investment vehicles designed for individual investors (versus. It is rated highly by the insurer rating agencies, with an A- (Excellent) from A. Hagin . As of mid-year 2019, Athene held nearly $133 billion in total assets, with more than $113 billion in invested assets, and over $1 billion in excess capital. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. Although these fees can be steep, they are roughly the same that would be paid to a financial advisor managing stocks. Annuity Basics. (Then, following the initial guaranteed option period, renewal interest rates. The Annuity Gator’s End Take on the Midland National MNL IndexBuilder 10 Fixed Index Annuity Where it works best: This particular annuity will usually work the best for those who are looking for: The opportunity to obtain a higher rate of growth than that of a. The Annuity Gator’s End Take on the Farm Bureau Select IV New Money 4 Multi-Year Guarantee Annuity Where this annuity works best: Just like all products, there can be some pros and cons, meaning that the item or service may work well for some, and not-so-well for others. Learning about how annuities work is essential for determining whether or not a. The opportunity for additional, index-linked. Where the New Heights 10 annuity works the best: Although this fixed indexed annuity offers many nice benefits, it will typically work the best for those who are seeking the following attributes: Safety of principal. What's the biggest question that you have about annuities? *. The Annuity Gators End-Take on the Nationwide Destination C Variable Annuity. 5 billion in assets, and had nearly $13 billion of total life insurance in force. The minimum fee for this feature is . Best, and an A- (Strong) from Standard & Poor’s. The Annuity Gator’s End Take on the Symetra Select 5 Multi-Year Guaranteed Annuity Where this annuity works best: Just like all product or service offerings, there will usually be some pros and some cons with annuities, meaning that the item or service may work well for some, and not-so-well for others. Annuity gator has educating videos and… Annuity gator has educating videos and articles for you to make decisions with out trying to sell you products, I was paired up with a wonderful money manager to talk with and go over several different plans for my wife and myself. 0 is a 6-year annuity that offers investors several different time periods to choose from in terms of generating potential return and protection. Fixed index annuities offer their holders a set amount of interest that is credited on an annual basis. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times. Feel free to contact us any time to ask a question or set up a time to chat with an annuity specialist. The Annuity Gator’s End Take on the Athene Ascent 10 Bonus 2. Ameritas describes the Compass Index Annuity as a product that offers the following benefits: Upside potential. What's the biggest question that you have about annuities? *. For instance, if you withdraw more than 10% of the annuity’s contract value within the first full nine years, you will incur a withdrawal fee. The Annuity Gator Blog: Annuities. In the case of the Polaris Platinum III, the rate is a generous 6% guaranteed annually. As with other annuities, you can “annuitize,” (convert over to an income stream) the 6-year Protected Advantage annuity and. Annuity Gator, Cortaro, Arizona. With an indexed annuity, the return is based in large part on an underlying market index, such as the S&P 500. These indexes serve as benchmarks for market growth and determine the annuity’s returns during the contract term or term length. With more than 58% of United Heritage’s overall. I help clients all over the country find ways to generate more retirement income and see how to securely grow and protect their money during these turbulent times. We’ve researched and reviewed hundreds of annuities over the years, and we continue to add new information to our annuity review database, which can be accessed at no cost anytime. Best, The Annuity Gator P. So, if you’d like more information on whether or not an annuity is right for you, feel free to reach out to us directly by phone at (888) 440-2468 , or. In addition, there is an annual service charge of $35, up to a maximum of $50. The Annuity Gator’s End Take on The Standard Focused Growth Annuity Where it works best: Safety of principal; Guaranteed lifetime income in retirement; Guaranteed rate protection – at least for a short time after purchasing the annuity; Where it works worst: If you are seeking a long-term rate guarantee; If you are looking for a higher returnAccording to the Sagicor Life Insurance Company’s website, the Milestone MYGA is a single premium deferred fixed annuity. The Annuity Gator’s End Take on the Allianz Master Dex 10 Fixed Indexed Annuity Where it works best: This annuity may work the best if you are looking for: Safety of your principal – regardless of what occurs in the market; The opportunity for index-linked growth; Guaranteed lifetime income in retirementAt Annuity Gator, we focus on educating consumers (and financial professionals) on how annuities work, and where certain types of annuities might fit into an overall retirement plan. For producing an income for life that cannot be outlived by a surviving spouse. This charge starts out at 7% in Year 1, and it gradually grades down to 1% in Year 7, until it eventually reaches 0% in Year 8 and beyond. There are some other key features to consider with the. Annuity Gator. In this case, the option with the compounding IAV rate of 6% will cost you an annual rider fee of 1%, while the Lifetime Income Benefit and. 0 Where it works the best: You may want to consider the Prudential HDLI v3. The Annuity Gator’s End Take on the Prudential Premier Retirement B HDI v3. At Annuity Gator, we take the frustration out of shopping for annuities. The Annuity Gator’s End Take on the Athene Ascent Accumulator 10 Fixed Indexed Annuity Where it works the best: This annuity could work for you if you are looking for: Safety of your principal – regardless of what occurs in the stock market; The opportunity for index-linked growth, as versus just a set (low) rate of returnThe Annuity Gator’s End Take on the EquiTrust Certainty Select Multi-Year Guarantee Annuity Where this annuity works best: Just like all product or service offerings, there will usually be some pros and some cons with annuities, meaning that the item or service may work well for some, and not-so-well for others. A 200% guaranteed withdrawal benefit that guarantees to double your income, provided that you wait until the later of 12 years or age 70 to begin taking your withdrawals. As with other variable annuity products, there are also additional charges, based on the underlying investments that are selected. com team members will personally. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times. The Annuity Gator’s End Take on the NCIT – American Funds Lifetime Income Builder TDS The NCIT – American Funds Lifetime Income Builder is a new, hybrid financial vehicle. Learn More About Me. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. This is a good example of why consumers absolutely need to run the numbers before moving forward with the purchase of an annuity – as these products will oftentimes take a large percentage of you overall retirement savings, and they are quite difficult to get out. Adam Grubius LICENSED ANNUITY ADVISOR. With our proprietary Annuity Software we can: Back-test the annuity against 50 years of previous stock market history. Fisher is spot on in sharing the importance of keeping costs low. I think Mr. Annuity Gator is comprised of a team of experienced financial experts who are dedicated to helping you decode the complicated world of annuities. This means that the interest rate you choose will be guaranteed until the end of the initial guaranteed option period. This means that regardless of future economic conditions. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times. The minimum rate of return on the Horace Mann Capital Bonus 2 annuity is 1%. (This annuity has a 7-year surrender charge period). According to the Allianz Endurance Plus Annuity Product Profile [/desktoponly] Thereafter. The Annuity Gator’s End Take on the Jackson National Life BonusMAX Two Annuity Where it works best: The Jackson National BonusMAX Two annuity may work the best for those who are looking for the following: Safety of principal; Guaranteed lifetime income; Guaranteed rate protection – at least for a short period of time after purchasing the. The Annuity Gator’s End Take on the New York Life Annuity: Guaranteed Lifetime Income Where this annuity works best: Although an immediate annuity may not be the ideal solution for everyone’s needs, this product could be a good option for you if you are seeking the following key benefits:My name is Kyle Morgan. American Equity Investment Life offers a variety of annuities, including: Fixed Fixed Index Immediate Traditional fixed annuities can help you to. The Annuity Gator’s End Take on the MassMutual Stable Voyage Deferred Annuity Where it works the best: The MassMutual Stable Voyage Fixed Deferred Annuity, while not for everyone, could be a good option if you. If you’re still considering the Farm Bureau Select IV New Money 4. Where the New Heights 10 annuity works the best: Although this fixed indexed annuity offers many nice benefits, it will typically work the best for those who are seeking the following attributes: Safety of principal. When the market experiences an upward trend, the returns inside the annuity increase. So, if you have questions or want to learn more, contact us directly by calling (888) 440-2468 or you can send us an email through our secure online contact form. This has led some to complain publicly. Annuity Gator connects its customers to a wide range of annuity providers. Annuity Gator sent 3 emails to confirm my phone appointment, but when the time came, their agent totally forgot about it. Despite the current volatility in the market and the low. A 200% guaranteed withdrawal benefit that guarantees to double your income, provided that you wait until the later of 12 years or age 70 to begin taking your withdrawals. Nobody likes that. The Annuity Gator’s End Take on the Pacific Life Frontiers ll Deferred Fixed Annuity Where it works the best: If you want to lock into a set interest rate (for a set period of time) If you want to ensure that your principal is safe; If you plan to use the lifetime income feature;At Annuity Gator, we focus on educating consumers and financial professionals on how annuities work, and where they may – or may not – fit in an individual’s portfolio. The Annuity Gator’s End Take on the New York Life Premier Variable Annuity ll Where the annuity works best: As a variable annuity, the Premier Variable Annuity ll from New York Life could be a viable option for those who: Want the opportunity for high, market-related returns Are seeking a lifetime incomeAXA describes the Structured Capital Strategies Plus annuity as a tax-deferred financial product that provides the opportunity for upside potential, as well as downside protection. The Annuity Gator’s End Take on the American Equity Choice 10 Fixed Index Annuity Where it works best: The bottom line on the Choice 10 is that this annuity may work the best for people who are looking for the following features: Safety of principal; The opportunity for index-linked growth; Guaranteed lifetime income in retirement The Annuity Gator’s End Take on the Farm Bureau Select IV New Money 4 Multi-Year Guarantee Annuity Where this annuity works best: Just like all products, there can be some pros and cons, meaning that the item or service may work well for some, and not-so-well for others. | Read 141-160 Reviews out of 3431 review US Feb 5, 2021 Invited Hidden costs and fund participation rate variances explained by Annuity Gator Initial contact was expedient. I specialize in helping Americans financially prepare for retirement with the proper use of annuities. The company held approximately $158 billion in total assets as of year-end 2017, as well as more than $11. You can reach us by phone at (888) 440-2468, or you can send us an email via our secure online contact form. Annuities Explained. For instance, if you own or plan to purchase an annuity, you may be able to add additional benefits or guarantees by way of “riders”. There are also fees involved if you choose the Lifetime Income Benefit and Wellbeing Rider options. Guaranteed income throughout retirement. Annuity Basics. We have been at this for quite some time now – far longer than our competitors have – even though there are now a number of “copycat” websites that are popping up. The Axiom II annuity product also charges an annual mortality and expense fee (M&E) of 1. In many ways, buffer annuities are structured like regular fixed indexed annuities, except in the case of a buffer annuity, your principal is not. If you want to learn modern approaches to protect and grow your retirement savings and ensure that you never outlive your money — you have come to the right place!”. My name is William Seeley. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times. 12:36 PM, 16 June 2017 . We offer this testing for free at Annuity Gator. For example, on a $100,000 portfolio, the. We strive to create unbiased, yet highly comprehensive, annuity reviews – and we have been at this for far longer than most of those “copycat” websites out there. The Annuity Gator’s End Take on the Global Atlantic Income 150+ Annuity: Where it works best: This particular annuity will usually work the best for those who are looking for: The opportunity to obtain a higher rate of growth than that of a regular fixed annuity; Safety of principal; Lifetime income – with income guaranteeHere at Annuity Gator, we are a team of experienced financial pros who are intent on offering the most comprehensive and unbiased annuity reviews. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. 4 Comments . The Annuity Gator’s End Take on the F&G Next Generation Accumulation Annuity – Power Accumulator Where it works the best: Although this fixed indexed annuity offers many nice benefits, it will typically work the best for those who are seeking the following attributes: Safety of principalThe Annuity Gator’s End Take on the Midland National Life Paragon Plus 14 Annuity Where it works best: This particular annuity will usually work the best for those who are looking for: The opportunity to obtain a higher rate. This, and other updated information, can also be obtained by reading page 164 of the prospectus, or by. Annuity Gator has 5 stars! Check out what 358 people have written so far, and share your own experience. We have been doing this very well for quite a while now – far longer than our competitors have – even though there are now a number of “copycat” websites that are popping. Our annuity experts are also available to answer any of the question or concerns that you. For any annuity-related questions you may have, feel free to reach out to us directly at (888) 440-2468, or send us an email. This company is known for its strong balance sheet, as well as good, solid capitalization levels and significant earnings base. com team members will personally. The Annuity Gator’s End Take on the Jackson National Elite Access Advisory Variable Annuity Where it works the best: For those who are seeking the opportunity for a higher rate of return; For those who have a higher tolerance for risk; Where it works the worst: If you have a low tolerance for risk; If you are seeking protection of principal The Axiom II annuity product also charges an annual mortality and expense fee (M&E) of 1. The Annuity Gator’s End Take on the Guardian Secure Future Income Deferred Income Annuity Where it works the best: This annuity could be a good option for those who: Anticipate a long life; Will need retirement income in the extended future; Are seeking a guaranteed income;The Polaris annuity also has a surrender charge for the first seven years. When the underlying index performs well, a. 60% a year, and the maximum annual fee for the life of the contract is 2. We look forward to assisting you. So, if you would like to get a better. As a source of guaranteed income delivered by a. The Annuity Gator’s End Take on the TIAA-CREF Intelligent Variable Annuity. At Annuity Gator, our mission is to educate consumers and financial professionals about how annuities work, and where they may – or may not – fit into a particular portfolio, based on risk tolerance, time frame, and specific short and long-term objectives. As of year-end 2018, American Equity. We have been at this for quite a while now – far longer than our competitors have – even though there are now a number of “copycat” websites that are popping up. In reality, the only way to know if this annuity is a good fit for your specific situation is to have it tested. Any time you are considering a high-dollar financial decision, it is best to get advice that is as objective as possible from a knowledgeable source. The Annuity Gator’s End Take on the North American Prizm Plus 14 Fixed Index Annuity Where it works best: This particular annuity will usually work the best for those who are looking for: The opportunity to obtain a higher. The surrender charges on the Allianz Life 360 Annuity run for ten years – which is actually quite a long time, even in the annuity arena. Slow but steady growth over time. I requested money from my Athene Annuity to repair an extremely damaged roof. Your personal info might be collected and sold to a random insurance. The Annuity Gator’s End Take on the American National Palladium Century 1 Annuity. At Annuity Gator, our mission is to educate consumers about how annuities work, and how they can provide you with the worry-free retirement you deserve. The Annuity Gator’s End Take on the Nationwide Life Nationwide Summit AnnuityThe Annuity Gator’s End Take on the Great American AssuranceSelect 7 Plus Annuity Where it works the best: Although this fixed indexed annuity offers many nice benefits, it will typically work the best for those. 70% for joint life (both you and your spouse. The Annuity Gator’s End Take on the Prudential HDLI v3. Here at Annuity Gator, we publish the most comprehensive independent annuity reviews online and have been doing it longer than many of the copycat annuity review websites you see now. That being said, there are still some ways to determine whether or not to. He took the time to educate me on the alternatives available in the field of annuities. Best and a Long-Term Issuer Credit Rating of bbb+. My name is Robert ”Bob” Gardner. He answered every question and never pushed for a sale. The company is highly rated through the insurer ratings agencies, which includes a (n): A- from A. For investors who have a family history of life longevity. My name is Terry Ciotti, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. Annuity Gator helps people research and compare annuities with free information and advice from licensed professionals. The Annuity Gator’s End Take on the Pacific Life Pacific Index Foundation Fixed Index Annuity Where it works best: The Pacific Index Foundation fixed indexed annuity could be a viable choice for you if you are seeking the following: Protection of your principal; The potential for higher growth than with a regular fixed annuity or CDThe Annuity Gator’s End Take on the Midland National Dynamic Choice 5 Year Annuity Where it works best: This particular annuity will typically work the best for those who are looking for the following benefits: A short-term interest rate guarantee – in this case, five years; Safety of principal; Guaranteed lifetime income in the futureThe Annuity Gator’s End Take on the Sentinel Security Life Guaranteed Income Annuity Where it works best: This particular annuity will usually work the best for those who are looking for: Guaranteed lifetime income; Safety of principal; Slow and steady growth over time; Where it works the worst: This annuity may not be an ideal fit if you:At Annuity Gator, we are a team of experienced financial and annuity professionals who focus on providing in-depth, and unbiased, annuity reviews on the Internet. Balanced safety and growth. Annuity Gator exclusively works with a select group of vetted, independent advisors that specialize in delivering sound retirement planning strategies and unbiased annuity recommendations. At Annuity Gator, we specialize in educating consumers – and financial advisors – on how to secure streams of reliable, ongoing income in retirement, which can alleviate the concern about running out of money when you need it the most. Here, this annuity charges additional fund platform fees that can range from . For instance, the Better Business Bureau has given Athene an overall grade of C-. For investors who have an amount of money they want to pass on to their family while avoiding the expense of probate. The Annuity Gator’s End Take on the Atlantic Coast Life Safe Haven 5 Annuity Where this annuity works best: Just like all products, there can be some pros and cons, meaning that the item or service may work well for some, and not-so-well for others. As of year-end 2018, American Equity. If you’re still considering the Farm Bureau Select IV New Money 4. schedule your web demo. How Do Annuities Work; What is a Retirement Annuity? What is Annuity Income? Annuity Types. I would like to thank Annuity Gator for their honesty, professionalism, and great expertise. At Annuity Gator, we are a team of experienced financial experts who are dedicated to helping you decode the complicated world of annuities. The Annuity Gator’s End Take on the Mass Mutual Odyssey Select 7-Year MYGA Annuity Where this annuity works the best: If you want principal protection; If you are seeking an interest rate guarantee; If you plan to use the guaranteed income feature; Where this annuity works the worst: If you want the opportunity for a higher rate of returnOpening Thoughts on the Pacific Life Pacific Mariner 3 Year Annuity. M. Like most “report cards,” this grade is on a scale of A through F – so at the moment, there are at least a few areas where Athene needs to do some work. But, if you are leaning towards the Fidelity Investment Life Insurance Company Personal Retirement Variable Annuity, then it could be a viable option for you if you are. According to the Jackson National Life Insurance Company brochure on the BonusMAX One annuity, this product is a flexible premium deferred fixed annuity that can provide you with the following benefits: Preservation of principal. 25%. The Annuity Gator’s End Take on the Fidelity & Guaranty FG Guarantee Platinum 7 MYGA Annuity Where this annuity works best: Just like all products and services, there can be some pros and cons, meaning that the item or service may work quite well for some, and not-so-well for others. Best (as of June 2018) and an A- (Strong) from Standard & Poor’s. In the case of the LiveWell 10-Year Fixed Index Annuity from Sammons, you will find that if you choose to add the optional guaranteed lifetime withdrawal benefit, there is an additional fee involved. M. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. These contributions are tax-deductible and they grow tax-deferred. We. Our primary focus is on helping consumers and financial advisors to better understand how these products work, and where annuities may or may not fit in the overall planning process. Pacific Life has been helping clients to grow and protect wealth for nearly a century and a half. Many indexed annuities will actually allow you to track multiple indexes from a list of options. If you don’t have access to a 401 (k), you can still build wealth like a millionaire if you utilize best financial practices. Annuity Gator customer service is available. Retirement annuities (or RA’s) are a type of fund in terms of the Pension Funds Act in that they are tax-advantaged investment vehicles designed for individual investors (versus employees who are participants in a workplace retirement fund). 1 Sep 25, 2022 Date of experience: September 22, 2022 Joan Lunebach 4 US Apr 12, 2023 Verified Pleasant and super efficient . I received a thorough understanding which left me at ease with a clear mind. My name is William Seeley. Buffer annuities allow you to take part in the growth of one or more underlying market indexes (such as the S&P 500), while at the same time keeping your account from incurring a set amount of loss. The Annuity Gator’s End Take on the MasterDex X Annuity Where it works best: For producing a reliable, “pension-like” guaranteed income stream (so long as Simple Income rider is elected, and used shortly after purchase) For producing an income for life that cannot be outlived by a surviving spouse;In addition to the 6-year annuity, there is also an 8-year and a 10-year. This seemingly endless stream of annuity “fine print” can often times lead to the complaints that are received about annuities – because customers will. Dynamic Balanced Index II May 2016 – April 2017. The money in this annuity – as with other types of deferred annuities – grows on a tax-deferred basis. OneAmerica/The State Life Insurance Company describes the Annuity Care ll as a guaranteed interest rate annuity that is combined with the protective elements for end of life care. Here you’ll find resources to help you retire with confidence. We have been at this for quite a while now – far longer than our competitors have – even though there are now a number of “copycat” websites that are popping up all over the. There is a wide array of riders that could be added, depending on the annuity, such as guaranteed income or a return of premium. Learn More About Me. These fees include an annual contract maintenance. Date of experience: February 09, 2021The Annuity Gator’s End Take on the Prudential PruSecure Index Annuity: Where it works best: This particular annuity will usually work the best for those who are looking for: The opportunity to obtain a higher rate of. Annuity Gator educates investors on the benefits and advantages of choosing to invest in annuities. For additional flexibility, this product also offers three different crediting methods, four index options, and a fixed. Watch Our Client CASE STUDY Video: See How We Helped One Couple Retire 5 Years Early, With A Complete Retirement Strategy (Make sure your sound is turned on, also please wait up to 10 seconds for the video to load)Here at Annuity Gator, we provide you with annuity reviews that are thorough and independent – so we are objective about the information that we offer. Annuity Gator prides itself on allowing consumers to search for the best products, provide users with in-depth reviews on annuities products and ultimately helps you make. The Capital Bonus 2 Fixed Annuity is described by Horace Mann as a fixed product that offers non-guaranteed interest bonuses in the first two contract years. The goal is to help you take the guesswork out of retirement planning and find the best insurance coverage at the cheapest rates. Throughout the years, this insurer has grown and expanded, both in terms of client base and assets under management. The Annuity Gator’s End Take on the General American Power Select Plus Fixed Index Annuity Where it works the best: This annuity will typically work the best for those who are seeking: Safety of principal; The opportunity for additional, index-linked growth; Guaranteed lifetime income in retirement; Where it works the worst:These include the following: Annual contract fee (if the annuity’s contract value is below $25,000) – $30. My name is Matthew Taub. The company states that annuities are generally best for investors between ages 50-75 with at least $100,000 in retirement savings. For instance, this annuity can provide you with a personal pension-like income. The Annuity Gator’s End Take on the Guggenheim Highlander Fixed Indexed Annuity: Where it works best: This particular annuity will usually work the best for those who are looking for: The opportunity to obtain a higher rate of growth than that of a regular fixed annuity; Safety of principal; Lifetime income – with income guarantee The Annuity Gator’s End Take on the MassMutual RetireEase Immediate Fixed Income Annuity Where it works the best: While immediate annuities are definitely not the ideal solution for everyone’s needs, this product could fare well for you if you are seeking: The traditional way to get an income from a stock and bond portfolio is to make automatic withdrawals. These contributions are tax-deductible and they grow tax-deferred. So, the range of total annual portfolio operating expenses – including investment advisory fees, 12b1 fees, and other expenses as a percentage of the average portfolio assets – can range between . Compare the annuity’s performance against. Use the form on our website and one of the AnnuityGator. The Annuity Gator’s End Take on the AIG / American General American Pathway Annuity Where this annuity works best: This annuity may be a good product for those who are looking for the following benefits: A fixed rate guarantee. So, if you have questions – or if you’d like to discuss whether or not an annuity is right for you – contact us at (888) 440. With a retirement annuity, you can grow your savings on a tax-deferred basis. The Annuity Gator’s End Take on the American Equity Choice 10 Fixed Index Annuity Where it works best: The bottom line on the Choice 10 is that this annuity may work the best for people who are looking for the. 50% in Year 10, until they reach 0% in Year 11 and thereafter. 60% a year, and the maximum annual fee for the life of the contract is 2. The Lifetime Income Benefit with the IAV rate of 5. With this annuity, you can garner a number of nice benefits, including: The Milestone MYGA 5 offers a guaranteed fixed rate of interest for five years – regardless of what happens in the market. Annuities can be complex. If you don’t have access to a 401 (k), you can still build wealth like a millionaire if you utilize best financial practices. Your broker or plan administrator can set this up for you. In many ways, buffer annuities are structured like regular fixed indexed annuities, except in the case of a buffer annuity, your principal is not. Sources Retirement Uses for Your Health Savings Account (HSA). Our annuity ranking software will help you compare the best annuities for retirement and recommend a customized annuity strategy, so you can get the most bang for your buck. In addition, there is an annual service charge of $35, up to a maximum of $50. The Annuity Gator’s End Take On Preference Plus MetLife Variable Annuity Where it works best: For producing a reliable, “pension-like” guaranteed income stream (so long as “Fixed Income” option is elected to guaranteed a consistent income payout) For producing an income for life that cannot be outlived by a surviving spouse According to the Allianz Endurance Plus Annuity Product Profile, this is a fixed indexed deferred annuity that offers a bonus and enhanced interest that is added to the product’s Enhanced Withdrawal Benefit (EWB) value. The Annuity Gator’s End Take on the Mass Mutual Stable Voyage 7-Year MYGA Annuity Where it works best: For those who are seeking safety of principal; For those who want a set rate of growth (at least during the guarantee period of 7 years, and possibly a renewed guarantee period) For those who are seeking a set, ongoing income stream in. 6:01 AM, 22 March 2019 . The Annuity Gator’s End Take on the Eagle Life Select 10 Fixed Indexed Annuity Where it works the best: This particular annuity will usually work the best for those who are looking for: The opportunity to obtain a higher rate of growth as versus a regular fixed annuity; Safety of principal; Guaranteed lifetime income We also created an online annuity quiz that over 10,000 people have taken. But the tradeoff here is these riders oftentimes require an added expense. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely. That is because the Allianz MasterDex X annuity, even with the Simple Income Rider, will not likely produce much more than a 5% return overall. Featured. A bonus of between 5% and 7% that can offer you growth – even in a down or flat market year. I filled out all the paper work, contacted my financial advisor, contacted Athene by phone and waited. I help clients all over the country find ways to. Buffer annuities allow you to take part in the growth of one or more underlying market indexes (such as the S&P 500), while at the same time keeping your account from incurring a set amount of loss. Opening Thoughts on the Fidelity Personal Retirement Annuity Fidelity is a fairly well-known name in the financial arena. Annuity Gator specializes in helping Americans financially prepare for retirement with the proper use of annuities and income planning strategies. S. The Annuity Gator’s End Take on the Nationwide INCOME Promise Select Annuity Even though an immediate annuity isn’t the right option for everyone, there are some scenarios where it could fit in quite nicely. This annuity requires a minimum initial purchase payment of $25,000 with minimum subsequent premium payments of at least $1,000. How Do Annuities Work. The Annuity Gator’s End Take on Canvas Annuity At Annuity Gator, we feel that annuities are good financial options – provided that they are purchased for the right reasons. The Annuity Gator’s End Take on the TIAA Traditional Fixed Annuity Where it works best: Given its safety and income options, the TIAA Traditional annuity will usually work the best for those who are looking for: Guaranteed lifetime income Safety of principal A set rate of interest Tax-deferred growthThe Amplify 2. Annuity Gator provides in-depth education about annuities to consumers and financial professionals, making these complex financial vehicles much easier to understand. My name is Brian Greco. Annuity Gator is a website that helps you compare and choose annuities from different providers. I specialize in helping Americans financially prepare for retirement with the proper use of annuities. So, a fixed index. They use a combination of. In this case, while longer terms will typically offer higher rates of return, shorter terms can help with managing market fluctuations better. We have been at this for quite a while now – far longer than our competitors have – even though there are now a number of “copycat” websites that are popping up. As an example, if your participation rate is 80%, and the underlying index returns 5% for the period, then your annuity would be credited with 4% (5% x 80% = 4%). 2 billion. The Annuity Gator’s End Take on the Lincoln Life OptiBlend 5 Fixed Index Annuity Where it works best: This particular annuity will usually work the best for those who are looking for: Safety of principal The opportunity for index-linked growth Guaranteed lifetime income in. I specialize in helping Americans financially prepare for retirement with the proper use of annuities. 0 product could be a viable option for those who: Want the opportunity for high, market-related returns; Are seeking a lifetime incomeThe Annuity Gator’s End Take on the Sentinel Security Life Personal Choice 5 Annuity Where this annuity works best: If you are seeking protection of principal; If you want a set rate of growth (at least for the first 5 years) If you want the security of knowing you’ll have a guaranteed income in retirement;At Annuity Gator, we are a team of experienced financial and annuity professionals who focus on providing in-depth, and unbiased, annuity reviews on the Internet. The Jackson National Perspective II variable annuity has had its ups and downs throughout the years. Annual withdrawals of 3. We launched our educational blog to provide objective and helpful information to help you financially prepare for retirement. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times. So, if you are still considering the. The Annuity Gator’s End Take on the Transamerica Income Edge 1. Independent Review of the Voya Life Guarantee Choice Fixed Deferred Annuity . 5%. As a source of guaranteed income delivered by a reliable company. Despite the current volatility in the. Beware of these annuity websites. We’ve also been providing these. We are a team of annuity and retirement income experts, and we can help you to compare your options and narrow down which – if any – annuity is right for you. But that’s not all. This quiz takes about 30 seconds to fill out and will help you identify which type of annuity may be right for you. As an income source for investors who have a longer timeline. The Annuity Gator’s End Take on the Athene MaxRate Multi-Year Guarantee Annuity Where this annuity works best: While the Athene MaxRate Multi-Year Guarantee annuity may not be right for everyone, it could be a good option for those who are seeking the following benefits: Guaranteed growth (at least for the first seven years) Protection of. As a source of guaranteed income delivered by a reputable company. Fixed index annuities are a type of fixed annuity. 2. 0 out of 5. The Annuity Gator’s End Take on the Fidelity & Guaranty FG Guarantee Platinum 7 MYGA Annuity Where this annuity works best: Just like all products and services, there can be some pros and cons, meaning that. For years, we’ve made the annuity comparison process easy and understandable – which in turn, can make the annuity buying process much less. The Annuity Gator’s End Take on the American General Power Advantage 10 Fixed Index Annuity Where it works best: This annuity will typically work the best for those who are seeking: Safety of principal; The opportunity for additional, index-linked growth; Guaranteed lifetime income in retirement; Where it works worst:Opening Thoughts on the Perspective II Variable Annuity. It’s our firm belief that when. The Balanced Choice Annuity Elevate (BCA Elevate) is a Fixed Indexed Annuity (FIA) that offers racy indexing options for investors who are looking to park their income money where it can earn more secure returns. This annuity offers a unique advantage – particularly if the Income Aspect Income Rider is added, which can offer the power of a 10 percent simple interest crediting rate. With the Elite Access Advisory annuity from Jackson National, you will run into a number of charges, which in turn can have a negative impact on your overall return. Annuities are a unique. The Annuity Gator’s End Take on the Athene Ascent Accumulator 10 Fixed Indexed Annuity Where it works the best: This annuity could work for you if you are looking for: Safety of your principal – regardless of what occurs in the stock market; The opportunity for index-linked growth, as versus just a set (low) rate of return The Annuity Gator’s End Take on the EquiTrust Certainty Select Multi-Year Guarantee Annuity Where this annuity works best: Just like all product or service offerings, there will usually be some pros and some cons with annuities, meaning that the item or service may work well for some, and not-so-well for others. M. The Annuity Gator’s Take on the American Equity Foundation Gold Annuity Where it works best: For instance, if the participation rate is 80%, then your annuity will only be credited with 80% of the return on the index. One thing not discussed in the report though is the real reason to use annuities (for some investors): to get a guaranteed lifetime income they cannot outlive . The Annuity Gator’s End Take on the Mass Mutual RetireEase Choice QLAC Where it works best: Although the Mass Mutual RetireEase QLAC may not be right for everyone, this product could be a good option for those who: Are anticipating a long life; Require an income source later in life; Want to ensure that a spouse has guaranteed income later in. By delving into the good, the bad, and yes, sometimes even the ugly — you’ll find everything you need to know for determining whether or not a particular annuity may (or may not) be right for you. If you would like to see what is possible for you in terms of generating retirement income, based on your intended retirement age, feel free to contact the specialists at Annuity Gator by calling (888) 440-2468 or by. The Annuity Gator’s End Take on the AXA Structured Capital Strategies Variable Annuity Where it works best: When considering the AXA Structured Capital Strategies annuity, it can often work best in scenarios where an investor wants to be invested in the market, but yet is concerned with taking on too much market risk. The Annuity Gator’s Take on the American Equity Foundation Gold Annuity Where it works best:At Annuity Gator, we make up a team of experienced financial and annuity professionals who focus on providing in-depth, and unbiased, annuity reviews on the Internet. Consultations with the company are free. Founded in the late 1800s as an insurance company, The Principal has grown and expanded exponentially over the years. If you’re still considering the Navigator Elite MVA annuity from. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times. The Annuity Gator’s End Take on the Lincoln Financial Lifetime Income Edge Fixed Index Annuity Where it works best: The Lincoln Financial Lifetime Income Edge Fixed Index Annuity may be a viable option for you if you are looking for: Protection of your principal; The potential for higher growth; A lifetime stream of guaranteed income The Annuity Gator’s End Take on the AXA Retirement Cornerstone Variable Annuity Where it works best: If you are considering the AXA Retirement Cornerstone annuity, it may work best for those who want to be invested for market growth – and also want the opportunity to diversify funds – along with having the opportunity for retirement. The Annuity Gator’s End Take on the Allianz 222 Annuity with Protected Income Value (PIV): Where it works best: For producing a reliable, “pension-like” guaranteed income stream / lifetime withdrawals (although there are other annuities with higher guaranteed income at this time) Annuity Gator pledges only to recommend annuities that are the right fit for your retirement funding and circumstances. The Annuity Gator’s End Take on the Athene Agility 10 Annuity Where it works the best: The Athene Agility 10 Year Fixed Indexed annuity could work for you if you are looking for: Safety of your principal – regardless of what occurs in the market; The opportunity for index-linked growth; Guaranteed lifetime income in retirement The Annuity Gator’s End Take On The Prudential Variable Annuity. ) By paying this fee, your money will grow or step-up in a separate account. Learn More About Me. Opening Thoughts on the Nationwide Trio Select Plus 1 Year Annuity. Annuity Gator employs a team of experts who thoroughly research and analyze various annuity products available in the market. The Annuity Gator’s End Take on the Lincoln ChoicePlus Assurance Variable Annuity Where it works best: For investors who have a high tolerance for risk. The company offers more than. S&P 500 Performance. Annuity Gator – Ryan Smith Bio. David was extremely helpful from start to finish. My name is Ryan McNeill. Once the rate guarantee period has elapsed, the annuity owner will usually have the option to re-invest for another pre-determined period of time (at a new rate of interest). We want you to be able to determine for yourself whether or not the annuity that is being discussed truly makes sense for your specific goals and needs. As of year-end 2018, The State Life Insurance Company held roughly $8. 0 Fixed Index Annuity with Income Rider 1: Where it works best: This particular annuity will usually work the best for those who are looking for: The opportunity to obtain a higher rate of growth than that of a regular fixed annuity; Safety of principal The Annuity Gator Podcast “Our podcast features ideas, tips and tricks to help you achieve your dream retirement. So, at that time (fall 2021), there is no track record on which to base its performance. 0 Annuity Where this annuity works best: This annuity could be a viable option for you, provided that you: Are seeking the opportunity for higher return; Have a high tolerance for risk; Want the ability to boost your lifetime income in retirementThe Athene Ascent fixed indexed annuity is primarily designed for those who will need income in ten years or more, and who want to obtain guarantees with growth potential. Annuity Gator is a trusted source of independent and transparent annuity guidance and recommendations. The Annuity Gator’s End Take on the Athene Agility 10 Annuity Where it works the best: The Athene Agility 10 Year Fixed Indexed annuity could work for you if you are looking for: Safety of your principal – regardless of what occurs in the market; The opportunity for index-linked growth;The Annuity Gator’s End Take On The Prudential Variable Annuity. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely. The table below shows how the performance of the S&P 500 index affects the interest that is credited to the value in the index account. With the Market Index annuity from Puritan Life, you make just one single lump-sum premium payment. We can be reached by phone at (888) 440-2468 , or by sending us an. 5% will also come with an annual rider fee of 0. Again no pressure to buy anything. Learn More About Me. At the 15 year mark, you would have received a total of $77,000, and at the 20-year mark, you would have received just over $103,000. The NWL Global Lookback is a Fixed Index Annuity very different than anything I’ve seen on the market. Have an annuity question? Your information is 100% confidential and your email will never be spammed! Just a friendly response to answer your questions and help point you in the right direction. The Annuity Gator’s End Take on Canvas Annuity At Annuity Gator, we feel that annuities are good financial options – provided that they are purchased for the right reasons. The representative also went into detail and explained to me the pros and cons of my annuity. The F&G Dynamic Accumulator annuity is actually an offshoot of the basic fixed indexed annuity. If you want to learn modern approaches to protect and grow your retirement savings and ensure that. So in this scenario, you would actually be guaranteed a rate of 4. The annual charges for these are 0. 00%. The Annuity Expert is an independent online insurance agency servicing consumers across the United States. For. This annuity allows you to turn a lump sum of money into a steady income stream right way. Headquartered in Newport Beach, California, Pacific Life. The future results can be an essential factor, though, as they can ultimately make a difference in how your annuity performs – and in turn, how much income you can garner from the annuity in retirement. The Annuity Gator’s End Take on the Security Benefit Secure Income Fixed Indexed Annuity Where it works the best: This annuity could work for you if you are looking for: Safety of your principal – regardless of what occurs in the market; The opportunity for index-linked growth; Guaranteed lifetime income in retirement Annuity Gator is an annuity marketplace, allowing customers to compare to annuities to find the best option. M. 1.