How to Set Up Your Annuity Death Benefits The Right Way

How to Set Up Your Annuity Death Benefits The Right Way

There is no one-size-fits-all answer, and what’s right for you is based on your specific retirement planning needs.
057: The best time to shop long-term care with Jack Lenenberg

057: The best time to shop long-term care with Jack Lenenberg

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.
Annuities In A Trust: How Does It Work

Annuities In A Trust: How Does It Work?

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.
401K Annuity: How It Fits With Your Retirement Plan

401K Annuity: How It Fits With Your Retirement Plans

There are many common misconceptions about the relationship between Annuities and 401ks. Make sure you know enough to decide how to create your perfect lifetime income stream.
056: Supercharge Your Retirement and Shut Out the Noise with Paul Merriman

056: Supercharge Your Retirement and Shut Out the Noise with Paul Merriman

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.
Common Questions Answered about Inherited Annuities

Common Questions Answered about Inherited Annuities

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
Annuity vs. Stock Market – Which is Better?

Annuity vs. Stock Market – Which is Better?

Believe it or not, I still get this question all the time. Only you know the right answer for your retirement planning.
055: Gary Baker is the Annuity Wizard Behind the Curtain

055: Gary Baker is the Annuity Wizard Behind the Curtain

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.
Retirement Annuity: What Is the Best?

Retirement Annuity: What Is the Best?

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.
054: Barry Dyke Talks About Corruption on Wall Street and Big Money

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.
Types of Annuities: What Are The Best?

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.
053: Owen Schrum discusses Bitcoin and explains Blockchain

053: Owen Schrum discusses Bitcoin and explains Blockchain

Let's talk bitcoin and blockchain people. Blocka-whaaat? That's right -surprise, surprise. Stan The Annuity Man is talking about something other than annuities.
Retirement Annuity: Do You Need One

Retirement Annuity: Do You Need One?

Every single American citizen already owns the best inflation income annuity on the planet. Yes, even all those “annuity haters” have an annuity in their portfolio. It’s called Social Security. Depending on when you start the income stream, Social Security functions like a Single Premium Immediate Annuity (SPIA) or Deferred Income Annuity (DIA).
Lifetime Income: How Does It Work?

Lifetime Income: How Does It Work?

When it comes to retirement planning and making sure that you have enough retirement income in place, most people are relying too much on their Social Security payments. For all of you “annuity haters” out there, Social Security is the best inflation annuity on the planet...and every American owns one.
Deferred Income Annuity: How Does It Work?

Deferred Income Annuity: How Does It Work?

Deferred Income Annuities (DIAs) are continuing to grow in popularity because they are a personal pension plan with you determining when the payments start.