The task force on California’s high-profile long-term care bill (Assembly Bill 567) produced a 100-page actuarial report.
Author: Heather Xiong CFP®️
On the fence about buying an annuity? In-depth analysis of the reasons behind and strategy guide
Ideas and intentions, by themselves, are not enough to produce action, but require concrete plans.
2024 Annuity Guide: 6 Misunderstandings about American Annuity Financial Management and Their Truths
Too many product categories, the differences between "traditional" and "modern" annuities, and lagging market education are the three main factors that generate these misunderstandings.
Column | Retirement strategies in the era of interest rate hikes: Annuity insurance record deal analysis and prospect prediction
This type of deal has helped many 45+ retirees to lock in lifetime retirement cash flow in advance.
Column | How to use IRA and 401k to buy retirement annuity?A complete analysis of tax avoidance strategies
6 questions and column answers about using funds in IRA and 401k to plan to ensure lifelong monthly retirement income cash flow
[Column] What are the pitfalls of wealth inheritance insurance planning in terms of health and medical records?
Guaranteed claim-type life insurance policies used for wealth inheritance are directly related to the gambling risks of insurance companies, and the review is often the most stringent.
How to make a claim for long-term care insurance?What are some tips to save time and effort? |3 Steps to Long-Term Care Insurance Claims
The cost of "saving time and effort" is worth investing.
The business behind life insurance: Why do premiums vary from person to person?
For life insurance companies, everything is about "risk" business.
What are the terms and conditions of the insurance policy that guarantees lifetime coverage?Advantages and disadvantages comparison and purchase points
No matter how badly the market falls, the amount that policyholders receive each year or month will not be affected.