Nassau

Forbes – Why Is Post-Retirement Planning More Complex Than You Expected?

“It can seem very easy for your cat to chase a squirrel up a tree, but it may be very hard to get the cat back down. Your assets behave much the same way. Your nest egg will grow if you consistently follow basic rules. However, drawing down the assets in retirement requires you to make big bets on your health, market volatility and how long you will live.”

This is what Paul Tyler, Nassau’s Chief Marketing Officer of Nassau Financial Group in Hartford, told Forbes magazine in its exploration on why post-retirement planning is more complex that you expected.

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Alice EricsonForbes – Why Is Post-Retirement Planning More Complex Than You Expected?
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U.S. News & World Report – 7 High Return, Low Risk Investments for Retirees

In a low interest rate environment, fixed annuities continue to be one of best kept secrets for people nearing or in retirement. We’re doing our best to spread the word in U.S. News & World Report.

Paul Tyler, Nassau’s Chief Marketing Officer, told U.S. News, “You can likely earn higher guaranteed interest rates on your retirement nest egg today in a fixed annuity than you can in a bank CD.”

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Alice EricsonU.S. News & World Report – 7 High Return, Low Risk Investments for Retirees
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AM Best TV – Annuity Advocates: The Industry ‘Lost Track’ of What Annuities Are

AM Best TV featured Paul Tyler, Nassau’s Chief Marketing Officer, Ramsey Smith, founder of ALEX.fyi, and Bruno Caron, Associated Director, AM Best, as they asked us all to reconsider the simplicity of annuities. Paul, Ramsey and Bruno also discussed the broader challenges and opportunities facing our retirement and annuity industry as we go digital.

Watch the AM Best TV video here.

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Alice EricsonAM Best TV – Annuity Advocates: The Industry ‘Lost Track’ of What Annuities Are
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Nassau Financial Group Announces $100 Million Strategic Investment from Wilton Re and Stone Point Credit

Hartford, CT, Jan. 11, 2021 – Nassau Financial Group (“Nassau”) announced it has received an initial strategic investment of $100 million from Wilton Reassurance Company (“Wilton Re”) and Stone Point Credit (“Stone Point”). The strategic investment was made through the issuance of a new series of non-cumulative perpetual preferred equity and may be significantly increased as Nassau’s business grows.

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Alice EricsonNassau Financial Group Announces $100 Million Strategic Investment from Wilton Re and Stone Point Credit
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That Annuity Show in U.S. News & World Report “8 Best Investing Podcasts Investors Should Know About”

U.S. News & World Report named Nassau’s That Annuity Show as one of the “8 Best Investing Podcasts Investors Should Know About.”

The magazine notes that the podcast industry has grown to a listener base of more than 105 million, covering a wide range of subjects including investing strategies for anyone from novices to seasoned investors. Its top investing podcast list was compiled based on input from financial services professionals, including its review of That Annuity Show:

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Alice EricsonThat Annuity Show in U.S. News & World Report “8 Best Investing Podcasts Investors Should Know About”
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