June 13, 2016 – Some quick statistics we singled out from among the Key Findings of the 2013 Survey of Owners of Individual Annuity Contracts, conducted jointly by The Gallup Organization and Matthew Greenwald & Associates for The Committee of Annuity Insurers: When Do People First Buy Annuities? 47% purchased between age 50-64 38% purchased…
June 3, 2016 – It’s been less than a week since I read about the abrupt death of one of the structured settlement industry’s greatest champions Don McNay and I’m still struggling to come to grips with this tragic news. Sing with me Don and I only ever met in person at industry functions a…
May 27, 2016 – Yesterday the United States Treasury sold $28 billion worth of 7-year notes. Probably safe to assume the collective wisdom of those doing the buying don’t believe rates are going to improve anytime soon. Otherwise, they’d sit on the sidelines and wait for a better bargain, wouldn’t they? The 7-year Treasury yields…
April 20, 2016 – “Lynn” called me recently for help with a few structured settlement annuities I helped place on her behalf about five years ago. Our firm occasionally fields calls from former clients who are moving, changing beneficiaries or banks and simply need help submitting the correct documents to make sure their money arrives…
February 29, 2016 – According to a recent InvestmentNews article citing a LIMRA Secure Retirement Institute report, 2015 saw a 13% increase in indexed annuity purchases over the prior year to a record $54.5 billion. To put this figure into perspective, Starbucks’ Fiscal 2015 Annual Report indicates $54.5 billion is just $3 billion MORE than…
February 18, 2016 – It’s always nice when the structured settlement companies active in the structured settlement marketplace make the news for their superior financial size and strength. Such was the case when half of the structured settlement companies we currently represent ended up on Best Review‘s recently published 2014 rankings of the world’s largest insurers…
January 14, 2016 – If you haven’t yet seen The Revenant, I won’t spoil the movie for you by telling you all about it. But surely you’ve seen the commercials advertising the film which earned Golden Globe Awards for Best Motion Picture, Drama and Best Actor in a Motion Picture, Drama for its star Leonardo…
January 13, 2016 – As a structured settlement expert for nearly twenty-five years, I’ve always been grateful I chose a career path that allows me to help people. Not everyone has that honor or special responsibility. It’s a privilege assisting those who need your help. People whose lives have been turned upside down because of…
January 12, 2016 – With tributes to the late rock icon David Bowie continuing to pour in across the globe, the debate about which David Bowie song was the greatest will likely rage on for a few weeks at least. Whether you liked his music or didn’t, one irrefutable truth follows his legend: David Bowie…
January 11, 2016 – I watched the Screen Actors Guild and Golden Globe Awards nominated film The Big Short over the weekend. The movie made me feel anxious all over again. Prior to the Great Recession, investors were accustomed to seeing their account values rise and fall with some degree of regularity when exposed to…