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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?
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.
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.
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.
Retirement Annuity: What Is the Best?

Retirement Annuity: What Is the Best?

The annuity industry has done a poor job educating the public on the history of the product dating back to the Roman Times, and the unique benefit proposition that only annuities can provide. That financial monopoly is...Lifetime Income.
Types of Annuities: What Are The Best?

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.
Retirement Annuity: Do You Need One

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).
Lifetime Income: How Does It Work?

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.
Deferred Income Annuity: How Does It Work?

Deferred Income Annuity: How Does It Work?

Deferred Income Annuities (DIAs) are continuing to grow in popularity because they are a personal pension plan with you determining when the payments start.
Why Aren't Baby Boomers Talking About Retirement Income Insurance?

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.