How To Buy an Annuity – Why People Rave About Our Process

How To Buy an Annuity – Why People Rave About Our Process

I'm just going to pat myself, and my team, on the back because I'm going to rave about our process. Now, I have to credit how this has been set up. My CEO and Director of Operations. Very smart, has been in the industry a long time, and has put together the process and the best practices for when you become a client and how you go through that paperwork with us and how it works.
What Is A Lifetime Income Benefit Rider

What Is A Lifetime Income Benefit Rider

Today's topic is what a Lifetime Income Benefit Rider is? We're going to go over that guarantee for future income. You will understand how it works and if it fits what you're trying to achieve from an income later® standpoint.
095 Gary Baker: Hot Buttons Being Pushed by the Annuity Industry in 2022

095 Gary Baker: Hot Buttons Being Pushed by the Annuity Industry in 2022

What a treat to have Gary Baker from CANNEX back on the podcast. I tease Gary that his nickname should be “Gary Baker…the Annuity Dream Maker” because he is literally behind the majority of lifetime income annuities purchased in the United States.
Why Do You Have To Buy An Annuity

Why Do You Have To Buy An Annuity

Why do you have to buy an annuity? We're going to answer that loaded question. We're going to cover all of the good, the bad, the ugly, the benefits, and the limitations of annuities. Why should you buy an annuity?
Retirement Withdrawal Strategies With FIAs

Retirement Withdrawal Strategies With FIAs

Hi there. Stan, The Annuity Man. America's Annuity agent® is licensed in all 50 states. Today's topic is Retirement Withdrawal Strategies. We will talk about Fixed Index Annuities, FIAs, today regarding retirement withdrawal strategies. Fixed Index Annuities are very popular, and often, they're mis-sold, over-hyped, and over-promised.
Annuity Comparison DIA vs QLAC

Annuity Comparison DIA vs QLAC

Today we're talking about annuity comparisons, QLACs, Qualified Longevity Annuity Contracts versus DIAs, Deferred Income Annuities. We're going to compare them.
094 Jeff Miller: What's New With Social Security In 2022

094 Jeff Miller: What's New With Social Security In 2022

Jeff Miller continues to be one of our most popular guests because of his expertise on the Social Security topic. This podcast did not disappoint and is filled with incredible insight into what is happening with Social Security in 2022 and Jeff’s predictions for the future.
Why You Should Take A Closer Look At Income Riders

Why You Should Take A Closer Look At Income Riders

Why should you take a closer look at income riders? Income riders are attachments to some policies. Just hang in there with me; this is important. You're going to hear about income riders, and by the end, you should understand what they do and what they do not do.
How Can I Get Money From My Annuity Without Penalty

How Can I Get Money From My Annuity Without Penalty

Can I get my money out of an annuity without a surrender charge or penalty? Can you take all of your money out of an annuity? Yes, but it depends on the type.
093 John Lenz: What You Need To Know About Annuity Laddering in 2022

093 John Lenz: What You Need To Know About Annuity Laddering in 2022

I consider John Lenz one of the top annuity minds in the country. His depth of knowledge is something that I respect and rely upon. I was so happy to have John on the Fun With Annuities Podcast again because we covered annuity laddering, a topic and strategy that people need to be aware of.
Single Premium Annuity Payouts

Single Premium Annuity Payouts

Today's topic is essential. It's about Single Premium Immediate Annuity payouts, which is about the lifetime income stream. So, you need to know how to go about getting the highest contractual guarantee for your situation.
Can I Buy A Pension Annuity With Cash

Can I Buy A Pension Annuity With Cash

The question is, can I buy an annuity with cash? The short answer is yes, but there’s more to it. Pensions are the albatross that no one talks about because less than 10 percent of the private companies even offer pensions anymore.
092 Ellie Saul: Mama Bear Speaks The Truth About Medicare

092 Ellie Saul: Mama Bear Speaks The Truth About Medicare

Thanks for joining us for another week! For a long time, I have been looking for a credible source for Medicare. I have found that person, so please help me welcome Ellie Saul to Fun With Annuities for podcast 092.
MYGA vs Fixed Annuity

MYGA vs Fixed Annuity

Today we're going to talk about Multi-Year Guarantee Annuities versus Fixed Annuities. MYGAs, Multi-Year Guaranteed Annuities versus Fixed Annuities.
What Is An Income Rider On An Annuity

What Is An Income Rider On An Annuity

A lot of annuities being sold today have these attached income riders. Sometimes they sound too good to be true. Remember that if it sounds too good to be true, it is every single time without exception. What we're going to do today is explain how these income riders work so you can make an informed decision on your time frame and your terms.