Resources | Largest Income

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Some people chose to do a little more research on their own. Maybe they want to think about it, or discuss their interest with a spouse or partner, but they struggle to find the applicable material on the internet for more information that isn’t just another opinion from a financial advisor.

To save you time and headache, we’ve compiled a collection of material on this page about Annuities and the Lifetime Income Retirement Plan (L-IRA) for you to review, that will help to strengthen your understanding and gain clarity.

This is where you’ll find Client Stories, along with Videos, White Papers and Study Data from the Expert Economic PhD’s about their retirement research.

We’re pretty darn sure that once you go through this assorted material in addition to our website content, you’ll have what we originally promised… enough information to make an educated decision on how Annuities can work for you.

Hear From the Experts. Explore the Research. Discover What’s Possible.

Documents

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Research Studies from Expert Retirement Economists

David Babbel – Investing Your Lump Sum at Retirement

Olivia Mitchell – Longevity Income Annuities no more text

Moshe Milevsky – Annuities for Retirement Income

Tom Hegna – Improving Retirement Outcomes

Pfau & Finke – Annuities… It’s More Than Just Your Money

FRC – Income Annuities Improve Retirement

Michael Finke & Wade Pfau

“In today’s economic environment, where returns for safe capital are minuscule, Fixed Index Annuities can be a great alternative to other financial instruments. Remember, you have to turn your savings into income and the Fixed Index Annuity cannot be beat for a safe and secure Retirement.”

Robert C. Merton

“Annuities are central to any Retirement Plan. It’s a helpful tool in that it provides peace-of-mind for policy owners who want to maintain their standard of living throughout their Golden Years. The key feature of any Life Annuity is their protection against inflation when payments increase in tandem with the rising costs of living.”

Olivia Mitchell

“What we know from my research, is that Index Annuities outperform the S&P 500 roughly 70% of the time, and a 50/50 mix of stocks & bonds about 79% of the time, over any 5-year period. Index Annuites are definitely a really great place for one’s Retirement Savings and financial security.”