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Archive for July 2018

Help Your Clients Know Their Stuff and Shop Carefully for an Annuity

By webteam | July 5, 2018 | 0

Somerset’s Executive Vice President, Scott Sadar, explains how to carefully shop for an annuity in this California Broker Magazine article.

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Annuity Sales Are Soft

By webteam | July 5, 2018 | 0

Somerset’s President, Andrew Murdoch, offers his take on the negative annuity sales trend.

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Make Long-Term-Care Coverage Affordable

By webteam | July 5, 2018 | 0

Somerset Executive Vice President Scott Sadar contributes to this article regarding long term care and how to pay for it.

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How This New Annuity Can Minimize Your RMDs in Retirement

By webteam | July 5, 2018 | 0

Somerset’s President Andrew Murdoch contributes to this discussion on how to invest retirement account money in a deferred-income annuity.

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A Question of Premium: Is Life Insurance a Sound Investment?

By webteam | July 5, 2018 | 0

Somerset President Andrew Murdoch characterizes life insurance as “more a peace of mind play than a growth play” in this article.

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New Ways to Pay for Long-Term Health Care

By webteam | July 5, 2018 | 0

This MarketWatch article includes insight from Somerset President, Andrew Murdoch.

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8 Annuity Tips: How to Buy Them

By webteam | July 5, 2018 | 0

Somerset President Andrew Murdoch offers his input throughout this must-read list of annuity buying tips.

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Want to Move When You Retire? Start Planning Now

By webteam | July 5, 2018 | 0

Read Elizabeth O’Brien’s article on moving upon retirement and find input from Somerset’s President, Andrew Murdoch.

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Professional Boomers Are Not Immune to the U.S. Savings Crisis and Millennials are Falling Behind

By webteam | July 5, 2018 | 0

President Andrew Murdoch quoted on Maintstreet.com.

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MoneyLife Radio Interview with Tom Hamlin (Part 2)

By webteam | July 5, 2018 | 0

Listen to Somerset’s President, Andrew Murdoch, discuss annuity trends on KBNW-AM’s “Inside Central Oregon.” Part 2

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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    Somerset Wealth Strategies will not be liable for any loss, damage or inconvenience caused by the use of the SMS service.

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