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Article
February 25, 2026
Annuity vs Investment: Annuity Suitability
Annuities are contractual guarantees that transfer risk, while investments absorb volatility for potential returns. Suitability depends on what you are solving for.
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Article
Annuity vs Investment: Annuity Suitability
Annuities are contractual guarantees that transfer risk, while investments absorb volatility for potential returns. Suitability depends on what you are solving for.
Learn More
Article
Annuity Income Plan: Annuities vs Investment
An annuity income plan starts with the guarantees you already own. Learn how Social Security, pensions, RMDs, and lifetime income annuities work together to create a secure income floor for retirement.
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Article
Best Annuity Plan for Monthly Income
Discover how to choose the best annuity plan for monthly income. Learn how life expectancy, structure, and timing determine your guaranteed payout.
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Shootin’ It Straight with Stan®
July 30, 2025
Searching for Growth or Guarantees?
Stop threading the market needle. Learn how annuities provide guaranteed income and principal protection without the volatility.
Article
July 28, 2025
Best Rates for Multi-Year Guarantee Annuities
Discover how Multi-Year Guarantee Annuities (MYGAs) work, how they compare to CDs, and how to lock in top fixed rates with no annual fees or market risk.
Article
July 27, 2025
Annuity vs Perpetuity: Key Differences Explained
Learn the key differences between annuities and perpetuities in plain English, including real-life examples and how lifetime income works.
Article
May 29, 2025
Do Rich People Buy Annuities
Some wealthy people use annuities, not for growth, but to transfer risk, protect assets, and guarantee income for the people they care about.
Shootin’ It Straight with Stan®
May 28, 2025
Annuity Light Switch Income Guarantees
Light switch income guarantees let you control when annuity payouts begin. Learn how this flexible feature works for retirement planning.
Article
May 26, 2025
How to Calculate Taxable Income on an Annuity
Learn how to calculate taxable income on an annuity, including what portions are taxed and how to avoid unexpected IRS surprises in retirement.
Article
May 22, 2025
What Is the Difference Between a Pension and an Annuity?
Pensions and annuities both create lifetime income, but who backs the guarantee and how flexible it is makes all the difference.
Article
May 21, 2025
The Scars of Scarcity: Shootin' It Straight With Stan
We’re talking about clients who worry about running out of money and wonder if they have enough. This is one of the issues that my team solves every single day. We make sure the contractual guarantees are in place.
Article
May 19, 2025
What Happens at the End of a MYGA Term?
Today, we’re diving into Multi-Year Guarantee Annuities (MYGAs), the annuity industry's version of a CD. A lot of people say, "I hate all annuities, Stan."
Article
May 18, 2025
Does the 4% Rule for Retirement Income Still Work?
Does the 4% Rule Still Work for Retirement Income Planning? We will discuss the 4% rule and how very smart people have factually and academically destroyed it.
Article
May 15, 2025
What Is the Difference Between an Annuity and an IRA?
An annuity and an IRA are not the same thing. One is a contract, the other is an account type, and confusing the two leads to bad decisions.
Article
May 11, 2025
Annuities: The Best Offense for Diminished Capacity Retirement Planning
Today we’re talking about how annuities are the best offense and strategy against diminished capacity when planning for retirement.
Article
May 8, 2025
Annuity Death Benefits: How Are They Paid?
Today, we're talking about annuity death benefits. You buy an annuity, and you die—what happens?
Shootin’ It Straight with Stan®
May 7, 2025
Avoiding Common Pitfalls With Annuity Purchases: Shootin’ It Straight With Stan
Today's topic is Avoiding Common Pitfalls With Annuity Purchases, which comes from the calls my team receives. They shared examples of things people could have avoided.
Article
May 4, 2025
Can You Take Your Money Out of an Annuity?
Whether you can take money out of an annuity depends on the type you own and how it is structured. Understanding the rules matters before you buy.
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