Guest Blog: Annuity Basics
Guest Blog: Annuity Basics

There are good reasons why you might want or need to buy an annuity: You might want the tax-deferred growth they can offer. They can also provide a guaranteed income in retirement. In some cases, they can be used as an estate-planning tool. Over the…
Disputing a Denied Life Insurance Claim in Pennsylvania
Disputing a Denied Life Insurance Claim in Pennsylvania

Losing a loved-one can be devastating. The situation can be even more devastating when the future that was supposed to be secured by a life insurance policy is denied. It doesn’t make sense. The policy was purchased by your loved-one so they could ensure you…
BACH TALK: Annuity “Whack-a-Mole”
BACH TALK: Annuity “Whack-a-Mole”

It seems like every time you turn around, insurers are peddling a new type of super-complicated annuity whose internal levers and formulae make it virtually impossible that the buyer will collect the promised benefits in their lifetime: Equity-indexed annuities, Medically Underwritten Annuities, Contingent Deferred Annuities…the list goes…
Annuities are good retirement tools, but exercise caution
Annuities are good retirement tools, but exercise caution

For Release: April 8, 2014Media Calls Only: 916-492-3566Annuities are good retirement tools, but exercise caution SACRAMENTO, Calif. – In observance of National Retirement Planning week, the California Department of Insurance is reminding consumers about the importance of understanding what they are purchasing before signing on…
Too Good to be True?
Too Good to be True?

Enjoy this week’s holiday, and: THANKS FOR GIVING… your time, your expertise and your dollars to keep UP strong. So far this year we’ve sent you monthly money-saving tips and the straight scoop on flood and car rental insurance, employer-provided disability policies, home air quality…
Allianz settles annuities cases
Allianz settles annuities cases

State Insurance Commissioner Steve Poizner will announce details today in Oakland of a $10 million settlement involving the sale of improper annuities to California seniors. by Minnesota-based Allianz Life Insurance Company of North America. Under the terms of the settlement, Allianz will enact more consumer…