Did You Know This?
Most historians claim that the Romans introduced the world to annuities. Didn’t think they had been around that long did you! After doing a little research here are 6 dates that you may be interested in knowing more about. 1759: This is the year annuities were introduced to America. At that time they were only offered to church pastors in Pennsylvania. 1812: This is the first time annuities were offered to the ...
Here’s How ToTake the Uncertainty out of Your Retirement Income
Annuities are the only product that guarantee income for life regardless of how long you live. There are 2 ways to get a lifetime income using annuities. You either need income immediately or at a later date. Income Now If you are looking for income now, you should be looking at a Single Premium Immediate Annuity. The lifetime income stream starts 30 days after the contract is issued and continues for the rest of your life. Here are some ...
The American College of Financial Services
Post Election Tax Implications The results are in! Watch President Dr. Larry Barton, CAP® and Adjunct Professor Allen McLellan, LUTCF, CLU®, ChFC®, CASL®, CFP® discuss the implications of the various tax increases that are scheduled to be implemented January 1st. There are actions that you can take now to help your clients prepare for 2013 and beyond. We suggest that you share this video with your clients as there are many key tax planning ...
What is an Immediate Annuity?
There are a few different options for annuities and an immediate annuity is one. This is an insurance policy that guarantees that in exchange for a sum of money the person will make regular scheduled payments. These payments may be level or increasing periodic payments for a fixed term of years or end of lives. It is also possible to structure the payments under an immediate annuity so that they vary with the performance of a specified set ...
Learn About IN-FORCE™ Part 2
BulbrookDrislane, offers the payment rights to these annuities, called IN-FORCE™ fixed term annuities, to buyers like you. Typically, the IN-FORCE™ fixed term annuity payments are made regardless of whether or not the existing Annuitant or the buyer is alive, meaning these payments are not contingent on any individuals life. The rate of return for each IN-FORCE™ fixed term annuity is determined by the current market at the time which ...
Learn About IN-FORCE™ Part 1
IN-FORCE™ fixed term annuity is our proprietary name for a transferred structured settlement in which you, the buyer, receive the rights to fixed annuity payments in exchange for a lump sum payment to an individual who is the original existing annuitant. By purchasing an individual right to receive payments , you receive high yield returns while the existing annuitant enjoys the benefits of having cash now. IN-FORCE™ fixed term annuities ...