by Charles Bobo | Feb 2, 2024 | Fixed Index Annuities, Retirement Planning
CDs and Fixed Annuities have good similarities with Annuity being more versatile Certificates of Deposit (CDs) and short-term guaranteed annuities are both financial instruments designed to provide a secure and predictable return on investment. However, they differ in...
by Charles Bobo | Dec 15, 2023 | Fixed Index Annuities, Retirement Planning
Fixed Index Annuities have certain features that make them superior to IRAs Fixed index annuities (FIAs) and Individual Retirement Accounts (IRAs) are two different financial products that serve different purposes and offer unique advantages. While both are popular...
by Charles Bobo | Dec 7, 2023 | Business Consulting, Retirement Planning
In 2023, Individual Retirement Accounts (IRAs) have shown mixed performance. While it’s important to note that the performance of IRAs can vary based on individual investment choices and market conditions, a general overview indicates both positive and negative...
by Charles Bobo | Aug 26, 2020 | Legacy Preparation, Retirement Planning
At times I have conversations with customers and others over misunderstandings of certain products. On such occasions, I will throw together a quick video that — hopefully — increases everyone’s awareness and understanding. Today’s topic is the Fixed Index...
by Charles Bobo | Aug 26, 2020 | Life Insurance, Mortgage Protection
Online Quoting System Offers Self-Service Convenience Online quoting is now offered at Ascend Financial Group though a partnership with Ethos. The system provides prospects and customers with self-service online quoting for term life insurance products. The system is...