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Jim Pedigo, CLU, ChFC, CASL, is a retirement planning advisor with Financial Rate Watcher$ Inc. in Lake Mary, Fla. Jim may be contacted at [email protected]
Articles by this author
The complexity of a lifetime income benefit rider benefit crediting can raise questions if a suitability-based recommendation becomes an issue.
September 2018 | ANNUITIES | Read Article →
Eighty-four percent of plan participants have no kind of guaranteed future income funding option from which to choose.
January 2015 | ANNUITIES | Read Article →
The shortfall in retirement funding resulting from the move to 401(k) plans has prompted some to take a look at defined benefit alternatives, including guaranteed lifetime income annuities.
November 2014 | ANNUITIES | Read Article →
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