
Article
May 3, 2022
Is a Pension Plan Just a Good ‘Ole Annuity?
Yep. A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer and how they've set things up.The key with the pension plan is you have to look at the claims-paying ability of your employer.

Article
April 25, 2022
Are Fixed Annuities a Good Idea
Today's topic is one that I've done before, but I need to repeat myself so you will understand the eccentricities, the details, the specifics, all that good stuff. They're called facts about annuities. Today's topic is, are Fixed Annuities still a good idea? I think a bigger question is annuities a good idea?

Article
April 22, 2022
Transfer 401k to Annuity: Should You?
With over 10,000 baby boomers reaching retirement age every single day, many of these retiring workers are asking questions like “Can I move my 401k without penalty?” and “Should I transfer my 401k to an annuity.” Both are questions that involve a 401k rollover strategy.

Article
April 21, 2022
How Do Annuities Work At Death
Do annuities work at death? Are there annuities where if you begin to take income or annuitize and then you suddenly pass away that "the bad insurance company" will keep your principal? If so, under what circumstances?What that question is referring to is a structure called life only.

Article
April 4, 2022
Retirement Portfolio: Your Secret Weapon is Annuities
Today's topic is your retirement portfolio. The secret weapon is annuities. That doesn't mean everybody needs one, but I will explain how annuities can give you peace of mind, that turnkey approach, that lifestyle you're looking for.Think again when you hear people say, "Don't buy an annuity."

Article
March 24, 2022
Retirement Withdrawal Strategies: DIAs
Glad you joined me. We're talking today on the ongoing series that we're doing about retirement withdrawal strategies using, in this case, Deferred Income Annuities, DIAs. This should be interesting. DIAs are relatively new. They're the sister, cousin, brother of the Single Premium Immediate Annuity.

Article
March 21, 2022
8 Annuity Questions You Should Ask Your Financial Advisor
I’m confident about what I do. I'm America's annuity agent®; I know what I'm talking about. Today's topic is asking your financial advisor about annuities. You should be using me for an annuity; I’m America's annuity agent, licensed in all 50 states; I’m the top agent. I'm the thought leader; I’ve written seven books. I'm the guy.