A Longevity Annuity Means Never Outliving Your Money

A Longevity Annuity Means Never Outliving Your Money

Let us help you make sure you master all the details of your longevity annuity so you can decide if they will be an asset to your specific retirement plan. How does longevity insurance work? Longevity insurance solves longevity risk; you are solving for never outliving your money, which is a fear that a lot of people have. You're solving for that contractually.
Independent Annuity Advice With No Sales Pitches

Independent Annuity Advice With No Sales Pitches

Are you tired of being fed annuity advice with underlying sales pitches? Let us walk you through what to look for to create a retirement plan that works the best for your specific situation.What are the four types of annuities?
061: John Lenz The Annuity Mechanic Thinks Outside The Box

061: John Lenz The Annuity Mechanic Thinks Outside The Box

Can we swear on this channel? This week's Fun With Annuities podcast wastes zero time getting down to brass tacks on real-life situations with lifetime income planning for yourself and beneficiaries.
Don’t Miss The Mark On Long-Term Care Annuities

Don’t Miss The Mark On Long-Term Care Annuities

So what is a long-term care annuity? There are two types of long-term care annuities. The first type of long-term care gives coverage for you and your spouse or partner, including health insurance products that provide coverage.
Mastering Your Pension Plan

Mastering Your Pension Plan

A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer, how they work and how they've set things up, whether you can add your spouse or partner to that lifetime income stream. It all depends on who you're working for and who your employer was.
060: Bill Black on The Math and Taxes of Life Insurance

060: Bill Black on The Math and Taxes of Life Insurance

Bill Black is based in Winter Park, Florida but recognized as one of the top life insurance experts in the U.S. His no-nonsense approach and access to the best carrier products and quotes mirrors.
Creating A Master Plan For Your Inherited Annuity

Creating A Master Plan For Your Inherited Annuity

There are many misconceptions concerning Inherited Annuities. Make sure you’re informed enough to avoid making costly mistakes. Can you cash out an inherited annuity? If you're the beneficiary of an annuity owner, you have the opportunity with most policies, not all, to cash it out.
How To Master Deferred Income Annuities

How To Master Deferred Income Annuities

Do you know what makes a Deferred Income Annuity different? Let us guide you through what you should know, so you don’t let confusion get in the way of your retirement plans.
059: FIA Insider Wears Mask to Protect Identity and Share Industry Secrets

059: FIA Insider Wears Mask to Protect Identity and Share Industry Secrets

I know every week, I'm out here gushing how awesome the celebrity co-host is, but THIS guy is a "can't fricken' believe he agreed to do this" kinda score.
Are You Keeping Up With The Average Retirement Income

Are You Keeping Up With The Average Retirement Income?

Don’t let life catch up to you too fast. Let us help you make sure your retirement savings plan is prepared so your income can be the way you want it, without any hidden surprises. What is the average income of the average retiree?
How To Supersize Your Annuity Income

How To Supersize Your Annuity Income

Make sure you're getting the most out of your annuity income and not falling into the common traps of the industry, with these few simple things to focus on. How much does $100,000 annuity pay per month?
058: The Moneylady Terry Savage Holds Nothing Back

058: The Moneylady Terry Savage Holds Nothing Back

We rolled out the virtual red carpet for this week's celebrity co-host, Terry Savage. She's one of the top personal finance reporters in the country, with her weekly column syndicated in major newspapers by Tribune Content Agency.
Annuity Age Restriction - How Young Is Too Young

Annuity Age Restriction - How Young Is Too Young

What Other Agents Won’t Tell You About Annuity Age Restrictions
How to Set Up Your Annuity Death Benefits The Right Way

How to Set Up Your Annuity Death Benefits The Right Way

There is no one-size-fits-all answer, and what’s right for you is based on your specific retirement planning needs.
057: The best time to shop long-term care with Jack Lenenberg

057: The best time to shop long-term care with Jack Lenenberg

Turn up the volume for this week's Fun With Annuities celebrity co-host, THE Long-term care pro - Jack Lenenberg He's founder and president of LTC PARTNER and recognized as the top Long Term Care expert in the U.S.