Discover financial news you need to know from professionals you trust.


Get the information that can help you live a confident retirement.

In The Press

Articles by Somerset

5 Part-Time Jobs That Are Perfect for Retirees

By webteam | July 5, 2018 | 0 Comments

Somerset’s Executive Vice President, Scott Sadar, contributes to this US News article.

Low Interest Rates Make Some Fixed-Index Annuities Shine

By webteam | July 5, 2018 | 0 Comments

Somerset’s President Andrew Murdoch examines this conundrum: Experts have consistently said that ultra-low interest rates have no place to go but up, but the financial markets continue to ignore them and push rates down further. Who is to say that the U.S. won’t wind up with negative interest rates – the case today in Japan…

Can a Life-Insurance Policy Offer Investors a Higher Interest Rate?

By webteam | July 5, 2018 | 0 Comments

Somerset President Andrew Murdoch explains the Modified Endowment Contract (MEC).

Red Flags Rise in 2016 for the Recently Retired

By webteam | July 5, 2018 | 0 Comments

What is a sequence of return risk and how can you avoid it? Attention soon-to-be retirees: Somerset President Andrew Murdoch gives you the good news and the bad news in his latest article.

GoodCall Expert Panel: How to Start Saving for Retirement Now

By webteam | July 5, 2018 | 0 Comments

Executive VP of Somerset Wealth Strategies, Scott Sadar, offers suggestions on how young professionals can start saving for the future.

Why Fixed Indexed Annuities Are Strong Sellers

By webteam | July 5, 2018 | 0 Comments

Somerset President Andrew Murdoch’s latest article asserts that, for most annuity buyers, guaranteed principal, with some upside potential and guaranteed lifetime income is an unbeatable combination.

2016 Is a Challenging Year to Buy an Annuity

By webteam | July 5, 2018 | 0 Comments

Somerset’s President, Andrew Murdoch, evaluates whether or not 2016 has to be such a challenging year.

The Truth About Declining Annuity Payments

By webteam | July 5, 2018 | 0 Comments

Somerset’s President Andrew Murdoch explains the decrease in annuity payments and how brokers and agents are helping clients cope.

How to Buy Annuities in a Dicey Year

By webteam | July 5, 2018 | 0 Comments

Somerset President Andrew Murdoch explains how certain annuities are becoming more desirable despite the new mortality tables.

Annuity Payouts Are Poised to Decline, but the Pain May Be Curbed

By webteam | July 5, 2018 | 0 Comments

Somerset President Andrew Murdoch discusses annuity payouts in this My Central Oregon article.

Radio Interviews

MoneyLife Radio Interview with Tom Hamlin (Part 2)

By webteam | July 5, 2018 | 0 Comments

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

MoneyLife Radio Interview with Tom Hamlin (Part 1)

By webteam | July 5, 2018 | 0 Comments

Somerset’s CEO, Tom Hamlin, spoke with Chuck Jaffe on his MoneyLife radio show about the outlook for annuities in 2016. Inside Central Oregon Radio Interview with Andrew Murdoch: Part 1.

The Appeal of Nursing Home Doublers

By webteam | July 5, 2018 | 0 Comments

Part 2 Listen to Somerset’s President, Andrew Murdoch, discuss the saving habits of Americans and how Oregon’s current economy measures up against other states.

The Appeal of Nursing Home Doublers

By webteam | July 5, 2018 | 0 Comments

Listen to Somerset’s President Andrew Murdoch discuss doublers with WOCA radio in Ocala.

Radio Interview with Joe Loverro of WRIP Radio

By webteam | July 5, 2018 | 0 Comments

Joe interviews Andrew Murdoch about annuities. Andrew breaks down annuities, explaining the various types and identifying the best candidates.

MoneyLife Radio Interview with Andrew Murdoch

By webteam | July 5, 2018 | 0 Comments

President Andrew Murdoch explains the various types of annuities in detail. A comprehensive overview. A recommended listen for anyone considering investing in annuities.

Articles Contributed to by Somerset

The 15-Year Sprint to Retirement

By webteam | July 5, 2018 | 0 Comments

Somerset financial advisor David Smith offers his input on social security and retirement savings in this U.S. News & World Report article.

Rising Rates, Longer Lives Make Annuities Tricky

By webteam | July 5, 2018 | 0 Comments

Andrew Murdoch, President of Somerset Wealth Strategies, lends his expertise to this Bankrate.com article.

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

By webteam | July 5, 2018 | 0 Comments

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

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

By webteam | July 5, 2018 | 0 Comments

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

Annuity Sales Are Soft

By webteam | July 5, 2018 | 0 Comments

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

Make Long-Term-Care Coverage Affordable

By webteam | July 5, 2018 | 0 Comments

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

How This New Annuity Can Minimize Your RMDs in Retirement

By webteam | July 5, 2018 | 0 Comments

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

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

By webteam | July 5, 2018 | 0 Comments

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

New Ways to Pay for Long-Term Health Care

By webteam | July 5, 2018 | 0 Comments

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

8 Annuity Tips: How to Buy Them

By webteam | July 5, 2018 | 0 Comments

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

Press Releases

Annuity Sales Continue to Sputter, Annuity FYI Reports

By webteam | July 5, 2018 | 0 Comments

Will This Provide a Silver Lining for Consumers?

Weak Annuity Sales Show No Signs Of Recovery

By webteam | July 5, 2018 | 0 Comments

Sales Could Stay Depressed For Years, Adds The Online Informational Resource

Ready to meet with one of our Financial Professionals?

For more information about any of the products and services listed here, schedule a meeting today.

Or give us a call at 503-595-1333