Archive for Stocks

  • Bonus Annuity remains throughout March Bonus Annuity remains throughout March

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor A 35% bonus on our annuities continues throughout the month of March. Recall this very lucrative bonus? Bonus remains for both qualified and non-qualified money. To receive this bonus the minimum investment is $5,...

  • Bonus Annuity Remains  for this month Bonus Annuity Remains for this month

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor As a follow-up to January’s article, I want to remind all readers that the 35% bonus on our annuities continues throughout the month of February. Recall this very lucrative bonus? Bonus remains for both qualifie...

  • Bonus Annuity Remains for New Year Bonus Annuity Remains for New Year

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor As a follow-up to last month’s article, I want to remind all readers that the 45% bonus on our annuities remains available this month. Recall this very lucrative bonus? Bonus remains for both qualified and non-q...

  • Annuities: Tax Deferral, Compounding, and Protection for the Win!!  And Currently Paying  a 45% Bonus Annuities: Tax Deferral, Compounding, and Protection for the Win!! And Currently Paying a 45% Bonus

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Annuities can be a powerful addition to a retirement plan, especially since they offer the combined benefits of tax deferral, compounding and protected income generally not present in many other investments. The t...

  • Don’t Make this Mistake! IRA Beneficiary(ies), Have Your Affairs in Order! Don’t Make this Mistake! IRA Beneficiary(ies), Have Your Affairs in Order!

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Recently I was reminded of this very important ruling and the impact on families. I wanted to share with readers this month. The U.S. Supreme Court Ruling on retirement plan beneficiary form. The case Kennedy Vs ...

  • Is Your Retirement Income Taking a HIT(S) with these Bear Markets? Is Your Retirement Income Taking a HIT(S) with these Bear Markets?

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor One year ago (May 2022) we featured this article emphasizing HIT focusing on Healthcare, Inflation and Taxes. One year later we need to add ‘S’ – Is your retirement income taking a HITS? The “S” stands f...

  • Bear Markets Come and Go – 35% Annuity Bonus Will Help Bear Markets Come and Go – 35% Annuity Bonus Will Help

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end. If you are losing sleep over volatility driven by a...

  • Are We in a Bear Market? Are We in a Bear Market?

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor We are hearing every day the stock market is crashing and retirees are losing substantially. The coronavirus is continuing the blame causing major fear in the financial markets with the “Bear Market” upon us...