May 9, 2021
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
April 26, 2021
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.
April 19, 2021
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).
April 15, 2021
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.
April 5, 2021
Why Aren't Baby Boomers Talking About Retirement Income Insurance?
Or are they? It's common and required for all of us to have car insurance, health insurance, and homeowner's insurance. You can't drive a car or own a home without that type of coverage, and we pay these premiums without hesitation.