Why "Free" Annuity Reviews Are Rarely Free
The economic reality behind sales-driven advice—and what an unbiased review actually looks like.
Philosophy
Insights
Annuity intelligence. No sales pitches. Just clarity.
Insights
The Annuity You Own May Be Fine.
A conversation with Bill Aldrich on what a healthy annuity looks like, the red flags most people miss, and why a review doesn’t have to mean something is wrong.
Philosophy
Should You Replace Your Annuity?
A conversation with Bill Aldrich on when replacement makes sense, when it doesn’t, and the questions you should ask before signing anything.
Mistakes
What Your Annuity Agent Can’t Tell You
A conversation with Bill Aldrich on licensing, “smoke and mirrors” titles, and why your advisor’s business card might be misleading.
Strategy
How Annuity Costs Actually Work
A conversation with Bill Aldrich on caps, spreads, participation rates, and the hidden math inside “fee-free” annuities.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Aldrich Investment Management are not affiliated. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.