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He wants to secure more income for them to enjoy now, while their together, and to assist mom if he goes first. He's
trying to make the most of about $50,000 worth of telco stocks. He is considering cashing them to buy an immediate
annuity, and is shocked at the fees and, considering that the principal goes away, how small the payments are. If it
makes sense, he might also consider the same for their $150,000 home equity stake.

Any advise for a fixed-income couple in such a situation?

Try Vanguard Mutual Funds. They have about the best price.

Might look for an insurance board and post again.
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