Annuity Lifestyle Magazine

I Can't Believe it's Thanksgiving Weekend

I find myself feeling a little emotional and a whole lot grateful. First of all, I want to thank all of my team at The Annuity Man that continually makes me look good and take care of our clients like no one else in the annuity business. I also want to thank all of the consultants, vendors, PR partners, and "masters of our universe" that make the machine run, so I can stay in my lane and do the part I love to do talk annuities!

And of course, I want to do a quick shout out to my home team. Christine, I'm so thankful to have you as my wife of 32 years. And, to my two daughters, Brielle & Brenna, I'm blessed to be a part of your lives.

During a year that has been a tough one for our country and many families, it is a privilege to do good work. I'm honored if you've looked to my team and me to help you feel secure about your lifestyle or for ways to take care of your families. We're humbled by the trust you have instilled in us to guide you about your future financial security.

So, if you're out here reading this during the most giant inbox swirl of the year, wow. High-fives and love to our wonderful readers and clients that put up with my brutally honest approach and tone. Your best interests are always at the forefront of everything we do. And, two-way conversations with you via calls or comments are what make it fun.

This week's magazine has some new content hot out of the kitchen and even a few tasty leftovers with a roundup blog of all our best MYGA videos and a link to the MarketWatch story we're in from last week. Annuities are like turkey; You can never have too much. Right?

Gobble, gobble it up!


Annuity vs Life Insurance | Which Is Better?

Nov 30, 2020

Annuity vs Life Insurance can be a hot topic. Which is contractually better for your specific situation? Get the books and read this article to clear it all up!


MYGA The CD Annuity

Nov 25, 2020

A MYGA is a popular product in the annuity world. It's similar to what you may know as a CD. In this blog I'll explain exactly how and how it may work for you!


033: Annuities vs. Life Insurance: Which is Better & How Do They Differ?

In This Episode:

  • How life insurance and annuities differ, despite being sold by the same companies.
  • The variance in the death benefits between life insurance and annuities.
  • Ways in which life insurance and annuities can work together.
  • Knowing what your goal is when buying life insurance and annuities.

Key Takeaways:

  • Annuities are issued by life insurance companies, but annuities and life insurance are different in terms of strategy, contractual guarantee, and transfer of risk.
  • Life insurance is the best return on investment that you’re never going to see because you’ll be dead.
  • Annuities and life insurance are both unique in their categories - life insurance is the only product that provides a tax-free, lump-sum death benefit that passes outside of probate and annuities are the only product on the planet that can provide a lifetime income stream and pay regardless of how long you live.
  • Annuities and life insurance are both contracts.

"You really should buy life insurance for the tax-free death benefit." – The Annuity Man


Top 7 MYGA Videos Packaged Up and Served Up

Nov 26, 2020

In your search of the best annuity to get, you may have stumbled upon multi-year guaranteed annuity (MYGA for short). But what is it? How does it differ from bank certificate deposits? In this video, I tell you all there is to know about MYGA before taking the leap.


MarketWatch: My grandson says my financial adviser is steering me wrong and double charging me. What should I do?

Nov 18, 2020

Paul Merriman is a friend and one of the good eggs in the financial services industry. He is a nationally recognized author, speaker, advisor, and philanthropic educator on investing.