December 26, 2024
Retirement Expert Rants: Your Agent Should Not Be Your Friend
When you call yourself Stan The Annuity Man, you've burned the boat, right? But what I’m going to talk to you about today is what bothers me about the industry, and it bothers me not only about the annuity industry but advisors in the financial world in general.
November 10, 2024
Annuity Seminars: Who Is Picking Up the Tab for That?
Today's topic is a fun one. It's all about these annuity seminars, and the question that I'm going to answer in Stan fashion is who's picking up the tab for that very expensive steak dinner that you're going to get or that you've eaten? Who's picking that tab up?
October 17, 2024
Retirement Tips: How to Leave Money to My Grandkids
With 10,000 baby boomers reaching 65 every day and that retirement age, you start thinking, "How am I going to leave money to my beneficiaries?" And a lot of people are looking at how to leave money to their grandkids. We're going to go into that.
October 16, 2024
The Annuity Truth About Bonuses Rates Caps Spreads: Shootin’ It Straight With Stan
Today's topic is the annuity truth about bonuses, caps, spreads, and participation rates, all attached to Indexed Annuities. We get lots of calls about this because, unfortunately, most annuity agents are just trying to sell Indexed Annuities.
October 14, 2024
Retirement Expert Rants: You Do You - Beware of Agent Product Steering
I'm here because I want to warn you about something, and I'm pretty upset about it because I see it happen often. And it's called agent steering, but they're steering their product of choice to you, so don't allow that to happen.