Moshe Milevsky: Learning from History with Annuities

Moshe Milevsky: Learning from History with Annuities

When Moshe Milevsky talks, the entire financial industry listens. I’m not kidding. He has been recognized as one of the 35 most influential people in the U.S. financial advisory business during the last 35 years.
Is My Annuity Qualified

Is My Annuity Qualified?

So, how do I know if my annuity is qualified? So, what is a qualified annuity? It's an annuity where you've used funds that have not been taxed, like your traditional IRA, which leads me to a little bit of a rant.
How To Calculate Taxable Income On An Annuity

How To Calculate Taxable Income On An Annuity

So, how do you calculate taxable income on an annuity? It's very important for you to understand the taxation of annuities. You can use our proprietary calculators to run quotes on your own terms and timeframe with absolutely no sales pitch.
Martin Parlato: How Politics Affects Your Investments

Martin Parlato: How Politics Affects Your Investments

This week’s Fun With Annuities hosts one of the most talented on-air personalities I’ve ever heard, Martin “Marty” Parlato. Marty hosts one of the most entertaining and educational financial radio shows I’ve ever heard, called Lighthouse Financial Hour.
Annuity Examples: Enhanced Benefit Riders

Annuity Examples: Enhanced Benefit Riders

We're talking about enhanced benefit riders and some examples.
Annuity Comparison: MYGA vs. CD

Annuity Comparison: MYGA vs. CD

Today we're talking about annuity comparisons, MYGAs, and Multi-Year Guarantee Annuities versus CDs. What's the difference? Are they the same? Should I buy them?
You Won The Game! Why Are You Still Playing?: Shootin' It Straight with Stan®

You Won The Game! Why Are You Still Playing?: Shootin' It Straight with Stan®

Today's topic's a good one. If you've won the game, then why are you still playing? I was on a call the other day, and yes, you can schedule a call with me at theannuityman.com. You can also run quotes on our proprietary calculators and get my books and watch videos and all that stuff.
Sheryl Garrett: Financial Planning On YOUR Terms

Sheryl Garrett: Financial Planning On YOUR Terms

The pioneers take all of the arrows, as the saying goes. Sheryl Garrett is a “20-year overnight sensation” in the complicated world of financial planning. Starting her career in the traditional financial planning model decades ago, Shery always knew it could be done better.
Annuity Examples: Single Premium Immediate Annuities (SPIAs)

Annuity Examples: Single Premium Immediate Annuities (SPIAs)

Today, we are looking at Single Premium Immediate Annuities, the granddaddy of all annuity products.
Why People HATE Stan The Annuity Man®

Why People HATE Stan The Annuity Man®

Today’s topic is a great one. Why do people hate Stan the Annuity Man®? He's so intense. Here's the bottom line. We’ll talk about this at length, but at the end of the day, I'm so intense because I want to make sure that you make a good, informed, and factual decision if you're considering annuities.
Sign Now! Decide Later?: Shootin' It Straight with Stan®

Sign Now! Decide Later?: Shootin' It Straight with Stan®

Today's topic is called Sign Now, Decide Later. Sign the paperwork now, Mrs. Jones, just sign it and we'll just have it here and then you can make a decision. Never ever, ever, ever do that. This drives me crazy in the annuity business.
Adam Van Wie: Safely Surfing Through Volatile Investment Waters

Adam Van Wie: Safely Surfing Through Volatile Investment Waters

One of the rising young stars in the Fee-Only financial planning world is Adam Van Wie. Having previously worked for several Fortune 500 companies, Adam brings a Mechanical Engineering degree to managing money.
Taking A Closer Look At Income Riders

Taking A Closer Look At Income Riders

Income riders are attached to some policies. You should understand what they do and what they do not do. What is an income rider? Why do they call it an income rider? Well, it rides on the policy. So, typically the two types of policies that offer income riders that you can attach at the time of application are Fixed Indexed Annuities and variable annuities.
Annuity, Annuity, Annuity - Do I Sound Like A Broken Record

Annuity, Annuity, Annuity - Do I Sound Like A Broken Record

Annuity, annuity, annuity. Do I sound like a broken record? We're talking about the repetitive nature of me and my message.
MYGA 2 SPIA Income Strategies: Shootin' It Straight with Stan®

MYGA 2 SPIA Income Strategies: Shootin' It Straight with Stan®

The topic of today is MYGA 2 SPIA income strategies. MYGA, Multi-Year Guarantee Annuity, 2 SPIA, Single Premium Immediate Annuity, income strategies. Let's talk about commissions first.