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Annuity Black Swan Event

March 16, 2022

Today's topic is a very unique one because we're in unique times and I call it the Annuity Black Swan event.

Monthly Annuity Calculator: How much do you need to pay yourself?

March 13, 2022

Learn how to use calculators so you know how much to pay yourself!

War and Annuities - Shootin' It Straight with Stan

March 9, 2022

With everything going on it's safe to say making sure your finances are in order is really important. You never know when the world is going to turn upside down.

Roth IRA Annuity: Are the payments taxed?

March 6, 2022

We got the clipboard out and you know what that means! That means I’m reading the questions and giving you the answers.

How To Buy an Annuity: Bring Your Spouse to the Call

March 2, 2022

We're talking today, about how to buy an annuity. Bring your spouse to the call, so they understand what you're thinking about when considering an annuity for your retirement portfolio.

How to Buy an Annuity – Setting Up Your Annuity Beneficiary

February 27, 2022

Everything you need to know to make sure your beneficiary gets every penny!

25% Annuity Bonus - Is It Real? Shootin' It Straight with Stan

February 23, 2022

Another Shootin' It Straight With Stan and this week we're talking about the oh-so-famous annuity bonus. Upfront bonuses I've talked about it before and I will continue to yell it from the rooftops until you people listen!

QLAC Calculator: Max funding, RMDs and more

February 20, 2022

I always laugh at the articles that are negative on qualified longevity annuity contracts. They are great products. In a perfect world where unicorns chase the butterflies, QLACS would be the #1 annuity type on the planet. Today I am going to tell you why.

How to Buy an Annuity: Mortality Credits

February 16, 2022

Today are looking at mortality credits and why they are so so important!

How to Buy an Annuity - Start Here

February 13, 2022

I’m going to tell you why this one has been brought to the forefront for me to talk about. We’re going to get to the down and dirty basics of why we are doing this!