
Article
What Is A Qualified Longevity Annuity Contract (QLAC)?
A qualified longevity annuity contract (QLAC) is a type of annuity contract specifically designed to keep you from outliving your retirement savings. As a deferred annuity, QLACs provide you with a guaranteed stream of income later in life.
Podcast
Stan The Annuity Man: Happy Birthday To QLACs
With QLACs, SPIAs, and DIAs, there's no annual fees. There's no market attachment; it’s a straight transfer risk. You're saying to the issuing QLAC company, here's the money, and you are on the hook to pay me, or me and my wife, or me and my husband forever as long as one of us is breathing, but you don't get to keep a penny.

Article
November 15, 2021
How to Buy an Annuity: IRA, Non-IRA, Roth-IRA
This topic today is part of the series that we're doing on how to buy an annuity. No, this isn't some veiled sales pitch, but yes, I do sell annuities. Yes, I would love to speak with you to see if an annuity type is right for your specific situation to solve a specific goal, but our How to Buy Annuity series covers specific topics.

Article
November 11, 2021
Indexed Annuity Scams: Back Tested Annuity Returns
Today’s topic is about indexed annuity scams and these back-tested return numbers that seem so good. It’s just pie in the sky. It’s an apple cobbler in the sky; it’s a peach cobbler in the sky. It should be peach cobbler because that’s my favorite dessert of all time, being from the South.

Podcast
November 9, 2021
082 Terry Savage: Financial Realities Right Now
Welcome back to the mic Terry Savage for Fun With Annuities episode #82. I reached out to The MoneyLady®, Terry Savage, to hear her thoughts on the current market environment and her predictions and advice on how people can navigate these volatile times.

Article
November 4, 2021
How to Buy an Annuity: What is Suitable and Appropriate?
Today’s topic is a good one, a big one, an important one. What is suitable and appropriate when buying an annuity? It's detailed. I'm going to go through the reasons we have to go through the application process and ask you. There's a method behind the madness, as they say.

Article
October 28, 2021
The Tax Advantages of Owning a QLAC
Today we're talking about the tax advantages of a QLAC, a qualified longevity annuity contract. If you don't know about them, you need to know about them. Because I think, in a perfect world, QLACs would be the number one selling product in the country when it comes to annuities. That's the way it should be.

Podcast
October 26, 2021
080 Jamie Hopkins: Retirement Planning and The Why That Makes You Cry
Young. Smart. The Future. The Truth. Jamie Hopkins fits all of those descriptions and is a true thought leader in the world of Retirement Income Planning. Jamie is a managing partner of Wealth Solutions, a finance professor at Creighton University, and has both an MBA and Law Degree.

Article
October 21, 2021
What Happens to an Annuity if the Stock Market Crashes?
The question is, what happens to an annuity if the stock market crashes? Are fixed index annuities good against a stock market crash? What if the insurance company backing it goes under? What's your protection? So let's take them one at a time.

Podcast
October 19, 2021
079 Loren Feldman: Transition to Retirement as a Life Entrepreneur
We went aspirational with this week’s Fun With Annuities® Celebrity Co-host Loren Feldman, editor-in-chief of 21 Hats. When my PR team booked Loren for FWA episode #79, I was fascinated with his expertise in covering entrepreneurs for such titans as Forbes.

Article
October 18, 2021
How to Buy an Annuity: How much money do you need?
Okay. So how much money do you need? That's a loaded question because how much money do you need from the standpoint of how much money do you need to work with The Annuity Man®, the minimum, and then how much money you need if you need to put in an income floor, also, if you need to fill in a gap for income, et cetera.







