DECEMBER 11, 2013 BY JOHN BULBROOK You have worked hard through your lifetime building up assets. Now you need to take precautions to protect those assets. If you are considering purchasing a Pre-Owned Annuity™ you need to find one that meets your needs. Your financial situation could change over time, so it is important that…
As the year comes to a close, it is time for you to take a look at the financial choices you have made and see if they are still working for you in light of any life changes you have had. Did you know that annuities add value in addition to supplementing your retirement income? …
When you buy a secondary market annuity, you are buying the rights to contractually guaranteed payments to you, and the issuing insurance company retains full ownership of the annuity. In order for you to buy the rights to the payments, a judge has to approve this contractual change of annuity benefits. The issuing insurance company…
by Carolyn Ellis Ms. Ellis is Features Editor for LIFE&Health Advisor. Connect with her by e-mail: cellis@lifehealth.com John Bulbrook is CEO of Bulbrook/Drislane Brokerage, a Wellesley, MA., wholesaler of life and annuity products. We talked with John about secondary market annuities, new to the retail arena for the safe money portion of a client’s portfolio. …
Finding new investments can be hard. There are different choices but which is right for you and your family? Do you want to invest in real estate? Or the latest trend? Probably not because there is a high risk in either of those. Are you looking to provide for your family with additional income and…
Most people want to invest but they don’t want to lose a lot. They need security and a high rate of return. One purchase that can meet these objectives is a pre-owned annuity. Many people own the rights to annuities that guarantee monthly income, sometimes for terms of up to 50 years. Some of these…
The world of finance and investments is both crucial and complicated. What we do with our money is intensely personal but frankly it’s one of the areas of our life in which we most need assistance and help. What I have found over the 30+ years in this field is that the relationship people have…
At times I get asked for more details about what we do at our brokerage and how we help agents. Bulbrook/Drislane Brokerage has been around since 1984 and has placed over $12,000,000,000 of insurance with aggressive companies for successful agents. That is an amazing amount and we are proud of that accomplishment! We live and…
You may have heard about bonuses on Indexed Annuities and they sound too good to be true right? A lot of people think of them as “free money.” Today we will dive into the details on what these bonuses really are so you can understand their value. As I’m sure you have learned in life,…
A Single Premium Immediate Annuity, otherwise known as an Immediate Annuity is the original annuity product first introduced back in the Roman times. It must work if it has lasted all these years right? Some people think that with an immediate annuity you are just getting back your own money and that it doesn’t make…