DFS Marketing

DFS Marketing

DFS Marketing is an Insurance Marketing Organization (IMO) which focuses on putting agents in front of clients for free through annuity and life cases sold.

DFS Marketing is an Insurance Marketing Organization (IMO) dedicated to meeting the needs of Insurance Professionals who focus their practice on the sale of Life Insurance and Annuities, including Fixed Indexed Annuities and Indexed Universal Life. DFS was founded in 2011 with its executives and employees having over 25 years of combined experience in the fixed indexed annuity and life insurance b

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The Annuity That Lets You Change Your Mind 09/13/2021

The Annuity That Lets You Change Your Mind

The Annuity That Lets You Change Your Mind

Most lifetime annuities are irrevocable. But three months ago a Canadian company, Purpose Investments, began offering the Purpose Longevity Pension Fund, a lifetime annuity with an exit door. You can put your money in now, start collecting a monthly income, and then change your mind later, retrieving what’s left of your principal.

Source: https://www.forbes.com/sites/baldwin/2021/08/20/the-annuity-that-lets-you-change-your-mind/?sh=280e0a501712

The Annuity That Lets You Change Your Mind How is this possible—a retirement pension that you can undo?

What is an annuity? 09/10/2021

What is an annuity?

What is an annuity?

Annuities are contracts between individuals and insurance companies. They provide people with a steady stream of income, usually once they are retired.

Source: https://www.chase.com/personal/investments/learning-and-insights/article/what-is-an-annuity

What is an annuity? An annuity is a contract with an insurance company that provides a steady income stream. Learn more about the different types of annuities and how they work.

6 New Findings on How Retirees Draw Down 401(k)s, IRAs: JPMorgan | ThinkAdvisor 09/09/2021

6 New Findings on How Retirees Draw Down 401(k)s, IRAs: JPMorgan | ThinkAdvisor

6 New Findings on How Retirees Draw Down 401(k)s, IRAs: JPMorgan

Source: https://www.thinkadvisor.com/2021/09/07/6-findings-on-how-retirees-draw-down-401ks-iras-jpmorgan/

6 New Findings on How Retirees Draw Down 401(k)s, IRAs: JPMorgan | ThinkAdvisor Researchers analyzed the real-world behavior of 31,000 people around rollovers, annuities and RMDs.

The Many Benefits of Annuities Might Surprise You - InvestmentNews 09/08/2021

The Many Benefits of Annuities Might Surprise You - InvestmentNews

The Many Benefits of Annuities Might Surprise You

Annuities can provide important protected income during retirement, but many clients don't understand what they can do. This article details how annuities can protect and grow retirement income.

Source: https://www.investmentnews.com/the-many-benefits-of-annuities-might-surprise-you-209834

The Many Benefits of Annuities Might Surprise You - InvestmentNews Annuities can provide important protected income during retirement, but many clients don't understand what they can do. This article details how annuities can protect and grow retirement income.

Want to Enjoy Retirement More? Shift Your Assets to Annuities 09/07/2021

Want to Enjoy Retirement More? Shift Your Assets to Annuities

Want to Enjoy Retirement More? Shift Your Assets to Annuities

For years, conventional investing wisdom has been that once you reach a certain age — generally when you’re within a decade or so of retiring — you should start to shift your investments away from stocks towards bonds, which are lower risk and better for preserving your wealth as your income starts to decrease.



Source: https://finance.yahoo.com/news/want-enjoy-retirement-more-shift-204734666.html

Want to Enjoy Retirement More? Shift Your Assets to Annuities For years, conventional investing wisdom has been that once you reach a certain age — generally when you’re within a decade or so of retiring — you should start to shift your investments away from stocks towards bonds, which are … Continue reading → The post Want to Enjoy Retirement More? ...

The Do’s and Don’ts of Annuities 09/02/2021

The Do’s and Don’ts of Annuities

The Do’s and Don’ts of Annuities

If you are planning for retirement, you might have heard of or own annuities. They are often used as a regular income stream for those that have retired.

Source: https://fox59.com/news/strategic-wealth/the-dos-and-donts-of-annuities/

The Do’s and Don’ts of Annuities If you are planning for retirement, you might have heard of or own annuities. They are often used as a regular income stream for those that have retired. There are several types of annuities to cho…

Can Insurers Be a Pension Safety Net? 09/01/2021

Can Insurers Be a Pension Safety Net?

Can Insurers Be a Pension Safety Net?

Pensions are complicated enough without employers passing the buck onto someone else, but increasingly, that is what's happening.

Source: https://finance.yahoo.com/news/insurers-pension-safety-net-153805593.html

Can Insurers Be a Pension Safety Net? In exchange for buying a group annuity, employers are transferring their pension-paying obligations to life insurance companies, who pay the pension. This practice has implications for how pensions are protected and whether the payments are off limits to creditors.

How Fixed Deferred Annuities Can Complete Your Retirement Income Strategy 08/31/2021

How Fixed Deferred Annuities Can Complete Your Retirement Income Strategy

How Fixed Deferred Annuities Can Complete Your Retirement Income Strategy

Most fixed annuities are designed to provide safety and secure your assets and income for retirement. When financial markets are tanking, whether in the short or long term, these annuities provide guaranteed stability along with tax advantages.

Source: https://finance.yahoo.com/news/fixed-deferred-annuities-complete-retirement-084207442.html

How Fixed Deferred Annuities Can Complete Your Retirement Income Strategy Making sure you have enough income to go the distance is critical for every retiree, and deferred annuities can be a handy tool to make that happen. Here’s how they work and how to tell if one might be right for you.

Mastering your 3-wheel retirement vehicle | Federal News Network 08/30/2021

Mastering your 3-wheel retirement vehicle | Federal News Network

Mastering your 3-wheel retirement vehicle

Do you suffer from pension envy? Many current and retired feds do!

Most people currently on the federal payroll will retire under the “new” (circa the 1980s) Federal Employee Retirement System, known affectionately as FERS. Unlike the plan it replaced, the Civil Service Retirement System (CSRS), FERS takes some practice to get the maximum mileage out of it. But driving right brings much bigger rewards!

Source: https://federalnewsnetwork.com/mike-causey-federal-report/2021/08/mastering-your-3-wheel-retirement-vehicle/

Mastering your 3-wheel retirement vehicle | Federal News Network Do you suffer from pension envy? Many current and retired federal employees do!

Can You Save Too Much For Retirement? 08/27/2021

Can You Save Too Much For Retirement?

Can You Save Too Much For Retirement?

If you contribute to an employer-sponsored retirement plan or on your own in an annuity and IRA, then you’ve likely been bombarded with information about contributions, their limits, and tricks on how to maximize their potential.

Source: https://finance.yahoo.com/news/save-too-much-retirement-163241106.html

Can You Save Too Much For Retirement? If you contribute to an employer-sponsored retirement plan or on your own in an annuity and IRA, then you've likely been bombarded with information about contributions, their limits and tricks on how...

How Would Reemployment Affect Your Annuity? It Depends 08/25/2021

How Would Reemployment Affect Your Annuity? It Depends

How Would Reemployment Affect Your Annuity? It Depends

The effect on an annuity if you return to work for the government after retiring depends on how you retired.

Source: https://www.fedweek.com/retirement-financial-planning/how-would-reemployment-affect-your-annuity-it-depends/

How Would Reemployment Affect Your Annuity? It Depends The effect on an annuity if you return to work for the government after retiring depends on how you retired. In certain circumstances, your annuity will

Money Talk: Be sure to understand these annuity features before purchasing 08/24/2021

Money Talk: Be sure to understand these annuity features before purchasing

Money Talk: Be sure to understand these annuity features before purchasing

Annuities are among the more complex vehicles available to investors. Fundamentally, annuities are simply contracts in which an insurance company agrees to make a series of guaranteed income payments to the investor over time.

Source: https://www.seacoastonline.com/story/business/2021/08/23/money-talks-sure-understand-these-annuity-features-before-purchasing/8199531002/

Money Talk: Be sure to understand these annuity features before purchasing David T. Mayes writes the Money Talk column

Can You Beat Inflation With A Monthly Annuity? 08/23/2021

Can You Beat Inflation With A Monthly Annuity?

Can You Beat Inflation With A Monthly Annuity?

Nice deal if you can get it: a retirement product that combines stock returns with longevity pooling.

Source: https://www.forbes.com/sites/baldwin/2021/08/20/can-you-beat-inflation-with-a-monthly-annuity/?sh=4e8dae045fba

Can You Beat Inflation With A Monthly Annuity? Nice deal if you can get it: a retirement product that combines stock returns with longevity pooling.

Can You Beat Inflation With A Monthly Annuity? 08/20/2021

Can You Beat Inflation With A Monthly Annuity?

Can You Beat Inflation With A Monthly Annuity?

Nice deal if you can get it: a retirement product that combines stock returns with longevity pooling.

Source: https://www.forbes.com/sites/baldwin/2021/08/20/can-you-beat-inflation-with-a-monthly-annuity/?sh=33f2e1de5fba

Can You Beat Inflation With A Monthly Annuity? Nice deal if you can get it: a retirement product that combines stock returns with longevity pooling.

WHAT TO KNOW ABOUT ANNUITIES BEFORE INVESTING IN THEM 08/19/2021

WHAT TO KNOW ABOUT ANNUITIES BEFORE INVESTING IN THEM

The retirement field is strewn with a myriad of investment opportunities that can make aging worry-free. A steady income stream when one can no longer work is a highly attractive safety net.

Source: https://www.newsanyway.com/2021/08/19/what-to-know-about-annuities-before-investing-in-them/

WHAT TO KNOW ABOUT ANNUITIES BEFORE INVESTING IN THEM The retirement field is strewn with a myriad of investment opportunities that can make aging worry-free. A steady income stream when one can no longer work is a highly attractive safety net. Annuit…

The Do’s and Don’ts of Annuities 08/18/2021

The Do’s and Don’ts of Annuities

If you are planning for retirement, you might have heard of or own annuities. They are often used as a regular income stream for those that have retired. There are several types of annuities to choose from with distinct benefits that suit individuals differently.

Source: https://fox59.com/news/strategic-wealth/the-dos-and-donts-of-annuities/

The Do’s and Don’ts of Annuities If you are planning for retirement, you might have heard of or own annuities. They are often used as a regular income stream for those that have retired. There are several types of annuities to cho…

Is an Annuity a Passive Income? 08/13/2021

Is an Annuity a Passive Income?

Warren Buffet once said, “If you don’t find a way to make money while you sleep, you will work until you die.” And, the Oracle of Omaha isn’t exactly wrong.

Source: https://www.business2community.com/finance/is-an-annuity-a-passive-income-02421244

Is an Annuity a Passive Income? Warren Buffet once said, “If you don’t find a way to make money while you sleep, you will work until…

Annuity Vs. IRA: What's The Difference? | Bankrate 08/12/2021

Annuity Vs. IRA: What's The Difference? | Bankrate

Annuity vs. IRA: What’s the difference?

Retirement planning can often be a challenging and confusing process. Complex products and financial jargon make what should be a simple endeavor seem downright tortuous.

Source: https://www.bankrate.com/investing/annuity-vs-ira/

Annuity Vs. IRA: What's The Difference? | Bankrate Not sure about the difference between an annuity and an IRA? We’ll tell you what you need to know.

Why Annuities Are Better Than Equities - ValueWalk 08/11/2021

Why Annuities Are Better Than Equities - ValueWalk

WHY ANNUITIES ARE BETTER THAN EQUITIES

If you’re saving for retirement, it’s advised that you focus on assets that drive portfolio growth. And, two of the best opinions that will achieve this goal are variable annuities and stocks.

Source: https://www.valuewalk.com/why-annuities-are-better-than-equities/

Why Annuities Are Better Than Equities - ValueWalk A substantial benefit of annuities is tax-deferred income that can grow over time. As the underlying funds grow over time, any capital gains are not taxable.

What to Expect From a Typical 401(k) Match 08/10/2021

What to Expect From a Typical 401(k) Match

From the Experts: What to Expect From a Typical 401(k) Match

Source: https://www.annuity.org/2021/05/10/what-to-expect-401k-match/

What to Expect From a Typical 401(k) Match Find out how employers use 401(k) programs to create incentives for retirement savings and how employees reap big rewards from them.

Opinion: Retirees with annuities have more fun 08/09/2021

Opinion: Retirees with annuities have more fun

Retirees with annuities have more fun

OK, so it’s not exactly “fun.” But a new report says retirees who convert their savings into guaranteed lifetime annuities effectively double the amount they are willing to spend each year, on themselves and their families.

Source: https://www.marketwatch.com/story/retirees-with-annuities-have-more-fun-11628192718

Opinion: Retirees with annuities have more fun Reassurance that they won't outlive their savings lets retirees open up their wallets and have a good time, a new report reveals

Opinion: Retirees with annuities have more fun 08/06/2021

Opinion: Retirees with annuities have more fun

Retirees with annuities have more fun

Source: https://www.marketwatch.com/story/retirees-with-annuities-have-more-fun-11628192718

Opinion: Retirees with annuities have more fun Reassurance that they won't outlive their savings lets retirees open up their wallets and have a good time, a new report reveals

Do You Get Your Money’s Worth From Buying An Annuity? 08/05/2021

Do You Get Your Money’s Worth From Buying An Annuity?

Do You Get Your Money’s Worth From Buying An Annuity?

Once upon a time, in the (somewhat mythical) past of traditionally defined benefit pensions, your employer protected you from the risk of outliving your money in retirement, by acting, more or less, as an insurance company providing an annuity.

Source: https://www.forbes.com/sites/ebauer/2021/07/08/do-you-get-your-moneys-worth-from-buying-an-annuity/?sh=3d961d020827

Do You Get Your Money’s Worth From Buying An Annuity? The math checks out, yes, but whether annuities are costly or not depends on your point of view.

Should a 401(k) Be in an Annuity? | Sports Grind Entertainment 08/04/2021

Should a 401(k) Be in an Annuity? | Sports Grind Entertainment

Should a 401(k) Be in an Annuity?

Source: https://sportsgrindentertainment.com/should-a-401k-be-in-an-annuity/

Should a 401(k) Be in an Annuity? | Sports Grind Entertainment Index Fund Payouts Index fund starting balance $100,000 $250,000 $500,000 Monthly income for 30 years $421 $1,052 $2,108 Source: Financial Mentor.com. “Retirement Withdrawal Calculator.” Assumes average annual growth of 6% and an inflation rate of 3%. Advantages and Disadvantages of Buying an An...

Retirement security ‘is shakier than ever’ and ‘Americans are not saving enough’ for old age 08/03/2021

Retirement security ‘is shakier than ever’ and ‘Americans are not saving enough’ for old age

Retirement security ‘is shakier than ever and ‘Americans are not saving enough for old age

Source: https://www.marketwatch.com/story/retirement-security-is-shakier-than-ever-and-americans-are-not-saving-enough-for-old-age-11627937870

Retirement security ‘is shakier than ever’ and ‘Americans are not saving enough’ for old age Organizations urge President Biden to prioritize retirement security

Don’t Automatically Annuitize an Annuity – Shop Around First 08/02/2021

Don’t Automatically Annuitize an Annuity – Shop Around First

Don’t Automatically Annuitize an Annuity – Shop Around First

Source: https://finance.yahoo.com/news/don-t-automatically-annuitize-annuity-044205477.html

Don’t Automatically Annuitize an Annuity – Shop Around First Converting a deferred annuity to a lifetime income annuity can be a great move, but it pays to shop the market instead of routinely annuitizing with the same company.

Why Buy an Annuity | Top 4 Reasons to Purchase Annuities 07/29/2021

Why Buy an Annuity | Top 4 Reasons to Purchase Annuities

Reasons to Buy an Annuity

There are many reasons to buy annuities, depending on your lifestyle needs. Among other benefits, they can provide you with guaranteed income for life, a way to provide for your loved ones, protection against losing your initial investment, and help with long-term care costs.

Source: https://www.annuity.org/annuities/buy/reasons-to-buy/

Why Buy an Annuity | Top 4 Reasons to Purchase Annuities Annuities can be tailored to help you achieve your financial and lifestyle goals. People buy them because they offer premium protection and income for life.

Do You Get Your Money’s Worth From Buying An Annuity? 07/28/2021

Do You Get Your Money’s Worth From Buying An Annuity?

Do You Get Your Money’s Worth From Buying An Annuity?

Source: https://www.forbes.com/sites/ebauer/2021/07/08/do-you-get-your-moneys-worth-from-buying-an-annuity/?sh=d0893e120827

Do You Get Your Money’s Worth From Buying An Annuity? The math checks out, yes, but whether annuities are costly or not depends on your point of view.

How a Fixed Annuity Works After Retirement 07/28/2021

How a Fixed Annuity Works After Retirement

How a Fixed Annuity Works After Retirement

How a Fixed Annuity Works After Retirement Fixed annuities offer a guaranteed interest rate, tax-deferred earnings, and a steady stream of income during your retirement years.

Annuities 102: Fixed Annuity 07/27/2021

Annuities 102: Fixed Annuity

Annuities 102: Fixed Annuity

There are generally three types of annuities- 1) fixed, with the goal of paying you a fixed amount based on an interest rate provide for in the contract, 2) indexed, which permits the annuitant (the contract holder) to be credited by the insurer for the return of a stock index, such as the S&P 500 Composite Stock Price Index, and 3) variable.....

Source: https://www.entrepreneur.com/article/378541

Annuities 102: Fixed Annuity In the first installment in this occasional series of blogs, we wrote about annuities and provided a 101 guide and introduction. In that blog, we cove...

Gen X Wants To Talk Annuities, Study Shows - InsuranceNewsNet 07/26/2021

Gen X Wants To Talk Annuities, Study Shows - InsuranceNewsNet

Gen X Wants To Talk Annuities, Study Shows

Gen Xers know the value of creating their own pension as company pension plans fade and they realize they are on their own more than their older siblings and parents are, according to a new report.

Source: https://insurancenewsnet.com/innarticle/gen-x-wants-to-talk-annuities-study-shows

Gen X Wants To Talk Annuities, Study Shows - InsuranceNewsNet Investors say they are worried about their money lasting through retirement with the loss of pensions, but advisors are not necessarily keeping up with those shifting concerns, according to a study.

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Consistency is the Key to Success
Check out today's motivational question — is your phone a smartphone or a dumbphone? For more info about DFS Marketing's...
Julian Dougharty Calls This Fixed Index Annuity The Cadillac Of All Annuities!
DFS Answers: Which Would You Rather Have, More Money or More Time-Off?
Our Agents Have Spoken! GPS 4.0 Is A Social Media Hit!
DFS Marketing's Monday Motivation: Start Getting Ready For 2020, Today!
This Accumulation-Drive Fixed Index Annuity Is Our Hot Product Of The Month!
DFS Answers: Are You A Night Owl or Early Bird?
What do you think is the best time in the day to be your best — early in the morning or late at night? We asked some of ...
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100 I-45 North Ste. 410
Conroe, TX
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