
Article
September 30, 2021
Unique Benefits That Annuities Offer
Today, we're going to talk about the benefits that only annuities offer, and there's two unique benefits that we're going to talk about and go into detail and why it matters and why I think it's important as you consider an annuity in your portfolio.

Article
August 26, 2021
What Does the Maturity Date on an Annuity Mean?
What does the maturity day on an annuity mean? Great question. Why do companies put maturity dates on policies? We will go over what that means, what your choices are, etc., so that when you get your policy and this maturity date on the policy, you'll understand precisely what to do.

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.

Podcast
June 22, 2021
062 Bob Carlson: Unlocking the Secrets of Social Security and Your Retirement Plan
Fun With Annuities Podcast #62 has no other than, Bob Carlson. He’s the founder of the popular retirement newsletter “Retirement Watch.” If you don’t already subscribe, stop what you are doing and go sign up. You can thank me later.

Podcast
April 27, 2021
054: Barry Dyke Talks About Corruption on Wall Street and Big Money
This week's celebrity co-host Barry Dyke can legitimately be called "one of a kind." In this podcast, Barry and I dig deep into the details about how the global financial system works and how you can protect yourself.

Article
April 26, 2021
Types of Annuities: What Are The Best?
What is the best type of annuity? That’s a good question. But in the annuity world, there are no perfect answers, just bad sales pitches. The best type of annuity is the one that provides the highest contractual guarantee for your specific situation and the exact goal you are trying to achieve. It’s really that simple.

Article
February 15, 2021
Principal Preservation: Are You at That Stage?
We are currently witnessing market movements that in the past took years that now happen in a day. 500 to 1,000 point swings are commonplace and investors are becoming numb to this type of violent volatility. These types of market swings are great if you are a trader or a hedge fund manager.
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