For Lightpath, and the clients we serve, learning is an ongoing process. It comes from curiosity, exploration, listening, success, failure, and sharing. Shared learning makes an entire community stronger, vibrant, and sustainable.
Beating the Bank with Annuities
Lightpath’s Jason Hawkins looks at a recent case for a 64 year old retiree frustrated by the low interest rate she earned at her bank. By moving her to a Flexible Premium Fixed Indexed annuity, she was able to achieve a better rate of return while securing her money with a contract guaranteed not to go down in the event of a market correction.