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Today's topic is, "Don't buy annuity stories." That's a big one to unpack, but let's start unpacking it. >> READ MORE
Today's topic's a good one. If you've won the game, then why are you still playing? >> READ MORE
Today's topic is called Sign Now, Decide Later. Sign the paperwork now, Mrs. Jones, just sign it and we'll just have it here and then you can make a decision. Never ever, ever, ever do that. >> READ MORE
The topic of today is MYGA 2 SPIA income strategies. MYGA, Multi-Year Guarantee Annuity, 2 SPIA, Single Premium Immediate Annuity, income strategies. >> READ MORE
So, how do I know if my annuity is qualified? What is a qualified annuity? >> READ MORE
So, how do you calculate taxable income on an annuity? It's very important for you to understand the taxation of annuities. >> READ MORE
We're talking about enhanced benefit riders and some examples. Really what we are talking about is income riders that have some enhanced benefits attached to them. >> READ MORE
Today we're talking about annuity comparisons, MYGAs, and Multi-Year Guarantee Annuities versus CDs. What's the difference? Are they the same? Should I buy them? All of that. >> READ MORE
I’m always honored when accomplished people call in for my opinion. Ben Mattlin contacted me to contribute to his article on Financial Advisor Magazine, “In Uncertain Times, Do Annuities Make Sense?” >> READ MORE
This week, I was featured as a guest on Jeff Ostroff’s “Looking Forward” podcast, which was posted on June 2nd. >> READ MORE
These days, guaranteed income is never a bad thing. On May 2, 2022, I was featured in Tribune Content Agency’s article titled The Savings Game: Guaranteeing Income in Uncertain Times. >> READ MORE
So pumped that Neal Templin contacted me to contribute to his Barron’s article, “Here are 3 Ways to Get Better Yields Than Bonds, With Some Measure of Safety,” which appeared on barrons.com on March 26, 2022. >> READ MORE
