Posts Tagged ‘Annuities’

A Perspective on Incomeby moneyre5

Build your own portfolio with Lincoln Lifetime IncomeSM Advantage 2.0 and i4LIFE ® Advantage

Choosing the right investments for your variable annuity is important for retirement planning. You deserve to be confident that your investments will help you grow your assets, so you can retire when and how you want.

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An Annuity Storyby moneyre5

Meet Jerry, and share his Annuity Story. When the market crashed in 2008 he took a good long look at himself and what he was investing in. He knew right then he needed to take a more active approach to his retirement plan in order to protect himself and his money.

An annuity may be one of the options you are looking for. You may be skeptical but watch his story and decide for yourself. With a little patience, the story will come together alot easier than you expect.

Carl Peterson

Ask your financial advisor how a Lincoln variable annuity may work as a part of your retirement strategy.

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Criteria for an Ideal Investmentby moneyre5


With most people, their short term decisions have some long term (often negative) consequences that they never knew anything about. This grid is an effort to overcome some of those shortcomings.

The left hand side gives us different criteria that people are looking for, whatever they do with money. Across the top are the most popular products they use to put their money in.

By taking a look at these it is easy to see which ones are important to you.

Nothing is exactly like it seems.
~Carl Peterson CFP MSFS CRPC

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