
Article
December 8, 2022
Picking Apart Barron’s Top Annuities List
Annuities pros and cons. We’ll pick apart the Barron's Annuity list, which is an annual thing they put in their publication. They call it the Gold Standard, looking at annuities. Barron's article makes me scream at the top of my lungs, even though they have quoted me numerous times in the past.

Article
November 21, 2022
What Is A 1035 Exchange Transfer
For people that enjoy reading the IRS tax code in their spare time, I would encourage you to flip to section 1035 and read about life insurance and annuity transfers. For those of you with a life, just let me explain the important details, so it’s easy to understand.

Article
November 14, 2022
The 15 Biggest Mistakes When Buying Annuities - Part 2
All right, so this is part two. Part one was one through five and this is part two. Let’s get into it with number six. The sixth biggest mistake I see people make when buying annuities is being pressured into signing the paperwork. You'll have some agents say, "Well, you got to sign it because if you don't sign it now, you won't get the upfront bonus.