
Article
August 5, 2021
Is An Annuity A Good Investment For An Elderly Person
So, is an annuity a good investment for an older person, a retiree, a senior citizen, a World War II generation? This is a big-time serious topic. And I'm going to go through it in detail so that you can make a good decision, whether it's you out there making the decision for yourself, or you're making a decision for your mom or dad or somebody like that.

Podcast
July 26, 2021
067 Bradley Birkenfeld: Whistleblower Still Exposing Corruption and Creating a Better System
July 30th is National Whistleblower Day, so it is with incredible pleasure that we have Bradley Birkenfeld, the most influential financial whistleblower of all time, as #67 celebrity co-host this week.

Article
July 26, 2021
How To Know if Your Annuity Is Qualified
Let’s start by explaining what a qualified annuity is exactly. It's an annuity where you've used funds that has not been taxed like your traditional IRA, which leads me to a little bit of a rant. I get very sick and tired of stock-type advisors, fee-only advisors, and people who don't know our darn thing about annuities saying to never put an annuity inside of an IRA.

Article
July 19, 2021
What Are The Disadvantages Of Investing In An Annuity
As I’ve said before, you just can't say annuity because there's many annuity types, so it really comes down to the type of annuity that you either own or you're considering owning. The biggest thing with annuities is the fact that annuities are contracts, they're not investments with contractual guarantees.

Article
July 12, 2021
How To Use Annuities To Strengthen Your Portfolio
A question I get asked often is, what percentage of your portfolio should be in annuities? Really good question but there are no perfect answers. And if anyone's giving you a percentage, they have no clue what they're talking about.

Article
July 5, 2021
How To Get The Most Of Your Inherited Annuity
A lot of people are calling me because they've inherited an annuity. Let’s cover some of the recent laws that affect inherited annuities and what you need to know so you can make an informed decision on your terms and on your timeframe.Okay. Inherited annuity. So you're a non-spouse. Let's talk about if you're just a non-spouse and you've inherited the annuity...

Article
July 1, 2021
Maximizing Your Investments With Fixed Indexed Annuities
“Got guarantees?” should be the annuity industry's mantra to words because that's what they are. They're contractual guarantees. They're transfer of risk products, period. If you're a living, breathing, human-being with a bank account, then you're probably going to get pitched an indexed annuity by somebody because it's a good story.

Article
June 10, 2021
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.

Article
June 7, 2021
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.

Article
May 31, 2021
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?