Sales of immediate annuities hit a record $8.3 billion last year, according to data collected by the industry group Limra; in the late 1990s, they averaged less than a third of that. That alone wouldn’t be newsworthy, except that investors typically shun this type of financial product, which provides retirees with a secure stream of payments, when stocks are on their way up.Read More
Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews, or click on any logo for specific publications. Please refer to important disclosures regarding these publications at the bottom of this page.
The above are links to websites. Heron Wealth does not endorse, approve, certify, or control the content of these websites, and does not guarantee or assume responsibility for the accuracy or completeness of information located on these third party websites. Providing links is not intended as referrals or endorsements and are provided for informational purposes only.