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Does an Annuity Affect Medicaid Eligibility? How Medicaid Counts Your Annuity

by Annuity Guide
A retiree's kitchen table in soft morning window light, with an annuity contract open to a page of pages with a pen and reading glasses resting on it, and a few paper tabs marking se

An annuity can affect Medicaid eligibility, and the effect depends on the type of annuity and the point at which Medicaid looks at it.

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How the 10 Percent Free Withdrawal Works in an Annuity

by Annuity Guide
Two identical stacks of coins side by side on a polished wooden desk, one stack slightly taller than the other, with a small brass ruler laid between them to show the gap, warm win

If you are considering a deferred annuity, one of the first questions is how much of your money you can reach without paying a surrender charge.

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What an Annuity Company’s AM Best, Moody’s and S&P Ratings Actually Tell You

by Annuity Guide
Three different brass measuring instruments, a ruler, a tape measure and a balance scale, laid side by side on a dark wooden desk under warm lamp light, each marked in its own unit so t

An annuity is a contract that may need to pay you for 25 or 30 years, and the only party that can pay is the insurance company that issued it.

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The Pressure Points: Eight Annuity Sales Tactics That Should Make You Walk Out

by Annuity Guide
A hotel banquet room at dusk set with round tables, white tablecloths and half-eaten steak dinners, with a projector screen glowing at the front and a clipboard of sign-up sheets on a ta

Annuity sales red flags are easiest to spot when you watch the conversation in order: the invitation, the pitch, the paperwork and the close.

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Recent Posts

  • Cap, Participation Rate and Spread: How Index Annuity Credits Are Calculated
  • Does an Annuity Affect Medicaid Eligibility? How Medicaid Counts Your Annuity
  • How the 10 Percent Free Withdrawal Works in an Annuity
  • What an Annuity Company’s AM Best, Moody’s and S&P Ratings Actually Tell You
  • The Pressure Points: Eight Annuity Sales Tactics That Should Make You Walk Out
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