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.
Annuities In A Trust: How Does It Work

Annuities In A Trust: How Does It Work?

When looking into putting an annuity into a trust, make sure you are informed enough to avoid the bombshells and set yourself up for success.
056: Supercharge Your Retirement and Shut Out the Noise with Paul Merriman

056: Supercharge Your Retirement and Shut Out the Noise with Paul Merriman

With over 50 years of experience in the financial industry, Paul’s episode is a no-brainer for anyone interested in the stock market and investing.
Common Questions Answered about Inherited Annuities

Common Questions Answered about Inherited Annuities

First, not all inherited annuities are the same. If you inherit an annuity and you want to make a good decision, you could skip this article completely and just book a call with me and my team. And we will walk you through all of the choices that are available to you and give you some counsel on maybe which one you should choose based upon your specific situation
Annuity vs. Stock Market – Which is Better?

Annuity vs. Stock Market – Which is Better?

Believe it or not, I still get this question all the time. Only you know the right answer for your retirement planning.
055: Gary Baker is the Annuity Wizard Behind the Curtain

055: Gary Baker is the Annuity Wizard Behind the Curtain

Gary Baker, the President and Chief Operating Officer of CANNEX and I, share the mic again in this week’s Fun With Annuities podcast. He’s a friend and a fellow music junkie. Check his bio below for all the bullets behind his super annuity status.
Retirement Annuity: What Is the Best?

Retirement Annuity: What Is the Best?

The annuity industry has done a poor job educating the public on the history of the product dating back to the Roman Times, and the unique benefit proposition that only annuities can provide. That financial monopoly is...Lifetime Income.
053: Owen Schrum discusses Bitcoin and explains Blockchain

053: Owen Schrum discusses Bitcoin and explains Blockchain

Let's talk bitcoin and blockchain people. Blocka-whaaat? That's right -surprise, surprise. Stan The Annuity Man is talking about something other than annuities.
What Are Annuities Currently Paying?

What Are Annuities Currently Paying?

I was recently speaking with one of the top financial journalists in the country about annuities and the current environment with the COVID-19 situation. This person writes a syndicated column, appears on TV regularly, and is the author of many best-selling books on personal finance.
Coronavirus Economy: Selling Annuities With Fear

Coronavirus Economy: Selling Annuities With Fear

I was hoping that I wouldn’t have to write this article, but I’m starting to receive “fear selling” email messages from some of the carriers, distributors, and many agents promoting annuities during these Coronavirus times. I’m sure the TV ads, radio ads, and direct mailers aren’t far behind.
Annuity Income Rider: How Do They Work

Annuity Income Rider: How Do They Work?

Annuity sales continue to rise every quarter in the United States, and a lot of the credit for driving this consumer popularity is the Annuity Income Rider. So how do Annuity Income Riders work? Riders are separate benefits that you attach at the time of application.
Annuity Scams: Beware of Perfect Answers

Annuity Scams: Beware of Perfect Answers

One of my favorite sayings is “There are NO perfect annuity answers...just bad sales pitches.”
Immediate Annuity Rates: Defer to SPIA Strategy

Immediate Annuity Rates: Defer to SPIA Strategy

It’s kind of sad that the annuity category is experiencing somewhat of a renaissance during this Coronavirus crisis. It kind of makes sense that contractual guarantees become a little more attractive when the future is a tad hazy and unpredictable. In addition, stock market volatility always makes people reassess the overall risk in their portfolio.
Retirement Annuity Calculator: How Does It Work?

Retirement Annuity Calculator: How Does It Work?

In my opinion, annuities should not be looked at as investments. They are contracts issued by life insurance companies. Don’t believe me, then buy one and you will receive a contract (i.e. policy) in the mail.
How to Build an Annuity Ladder

How to Build an Annuity Ladder

Many investors are familiar with bond ladders or CD ladders, and might already have these types of strategies in their retirement plan. Laddering annuity contracts is a new concept to most people, but you should definitely be aware of these unique strategies for both lifetime income and principal protection.