The Truth About Insurance Brokers Who Sell Annuities

Audrea News Leave a Comment

I must say I was somewhat surprised by the reaction from the advisory community in regard to my recent articles about index and guaranteed annuities. I received some expected feedback from those who strongly disagreed with my views, while also getting many positive comments from fiduciary advisors who see the same factual logic I illustrated in these past articles relative …

3 Logical Insights Into the Notion of ‘Guaranteed’ Annuities

Audrea News Leave a Comment

“A lie gets halfway around the world before the truth has a chance to get its pants on.” -Winston Churchill.  AudreaAudrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of …

4 Logical Questions on the Value to Clients of Indexed Annuities

Andy Rice News Leave a Comment

“If it doesn’t make sense, it’s usually not true.” ― Judge Judy Sheindlin I hear all the time from diehard investors and salesmen of annuity products that “the stock market is nothing more than rolling the dice at Vegas!” To which I always respond, “Really? I didn’t realize we had that many compulsive gamblers in the world.” My reply tends …

Andy Gives a Presentation to UAB Periodontal Students

Audrea News Leave a Comment

In May, Andy was invited to give a presentation to the UAB Dental and Periodontal Residents regarding financial tips and information beneficial to decisions they will face, both personal and professional, once they are out of school and working.  Among the topics Andy explained were how to choose a mortgage and the options and benefits associated with each of them, …