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A $21 Million Settlement Shows Why the Advisor Matters as Much as the Annuity

A $21 Million Settlement Shows Why the Advisor Matters as Much as the Annuity

A $21 Million Settlement Shows Why the Advisor Matters as Much as the AnnuityMarc Johnston-Roche
Published on: 31/08/2026

A $21M settlement over unsuitable elder annuity sales shows the risk isn't the product — it's who's selling it. Red flags to check before you sign.

Financial Planning
401k Rollover to Annuity: How It Works and When It Makes Sense | AnnuitiesHQ

401k Rollover to Annuity: How It Works and When It Makes Sense | AnnuitiesHQ

401k Rollover to Annuity: How It Works and When It Makes Sense | AnnuitiesHQMarc Johnston-Roche
Published on: 18/01/2018

Rolling a 401k into an annuity can create guaranteed lifetime income from your retirement savings. Learn the step-by-step process, tax rules, and when a rollover makes financial sense.

Annuity EducationFinancial PlanningRetirement Planning
Annuities vs. Mutual Funds

Annuities vs. Mutual Funds

Annuities vs. Mutual FundsMarc Johnston-Roche
Published on: 19/09/2017

Compare annuities vs. mutual funds for retirement. Both are viable options — the right choice depends on your age, income needs, risk tolerance, and portfolio goals.

AnnuitiesAnnuity EducationFinancial Planning
10 Questions to Ask Before Buying an Annuity | AnnuitiesHQ

10 Questions to Ask Before Buying an Annuity | AnnuitiesHQ

10 Questions to Ask Before Buying an Annuity | AnnuitiesHQMarc Johnston-Roche
Published on: 06/06/2017

Before committing to an annuity, ask these 10 critical questions. From surrender charges to carrier ratings, this checklist helps you buy with confidence and avoid costly mistakes.

AnnuitiesAnnuity TypesAnnuity EducationFinancial PlanningRetirement Planning