060: Bill Black on The Math and Taxes of Life Insurance

060: Bill Black on The Math and Taxes of Life Insurance

Bill Black is based in Winter Park, Florida but recognized as one of the top life insurance experts in the U.S. His no-nonsense approach and access to the best carrier products and quotes mirrors.
Creating A Master Plan For Your Inherited Annuity

Creating A Master Plan For Your Inherited Annuity

There are many misconceptions concerning Inherited Annuities. Make sure you’re informed enough to avoid making costly mistakes. Can you cash out an inherited annuity? If you're the beneficiary of an annuity owner, you have the opportunity with most policies, not all, to cash it out.
How To Master Deferred Income Annuities

How To Master Deferred Income Annuities

Do you know what makes a Deferred Income Annuity different? Let us guide you through what you should know, so you don’t let confusion get in the way of your retirement plans.
Are You Keeping Up With The Average Retirement Income

Are You Keeping Up With The Average Retirement Income?

Don’t let life catch up to you too fast. Let us help you make sure your retirement savings plan is prepared so your income can be the way you want it, without any hidden surprises. What is the average income of the average retiree?
How To Supersize Your Annuity Income

How To Supersize Your Annuity Income

Make sure you're getting the most out of your annuity income and not falling into the common traps of the industry, with these few simple things to focus on. How much does $100,000 annuity pay per month?
058: The Moneylady Terry Savage Holds Nothing Back

058: The Moneylady Terry Savage Holds Nothing Back

We rolled out the virtual red carpet for this week's celebrity co-host, Terry Savage. She's one of the top personal finance reporters in the country, with her weekly column syndicated in major newspapers by Tribune Content Agency.
Annuity Age Restriction - How Young Is Too Young

Annuity Age Restriction - How Young Is Too Young

What Other Agents Won’t Tell You About Annuity Age Restrictions
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.