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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Now displaying: Page 1

Dec 14, 2017

Here’s a fact that surprises many people: every year, Americans acquire over $200 billion dollars in new annuities. In fact, LIMRA-- the Life Insurance Research Marketing Association, states  that “Total annual annuity sales have not fallen below $220 billion for at least the past decade." Even more surprising, over half of those annuities are being used for 401(k), 403(b)  and IRA rollovers. Why is it happening? There are three key reasons--we'll review them. Then Steve will have ten tips on annuities you won't want to miss.