Get Smarter

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.

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.

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.

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?

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?

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.

What Other Agents Won’t Tell You About Annuity Age Restrictions

There is no one-size-fits-all answer, and what’s right for you is based on your specific retirement planning needs.

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.

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.

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.

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

Believe it or not, I still get this question all the time. Only you know the right answer for your retirement planning.

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.

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.