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What Is A Qualified Longevity Annuity Contract (QLAC)?
A qualified longevity annuity contract (QLAC) is a type of annuity contract specifically designed to keep you from outliving your retirement savings. As a deferred annuity, QLACs provide you with a guaranteed stream of income later in life.
Podcast
Stan The Annuity Man: Happy Birthday To QLACs
With QLACs, SPIAs, and DIAs, there's no annual fees. There's no market attachment; it’s a straight transfer risk. You're saying to the issuing QLAC company, here's the money, and you are on the hook to pay me, or me and my wife, or me and my husband forever as long as one of us is breathing, but you don't get to keep a penny.
Shootin’ It Straight with Stan®
July 27, 2022
Limit to Annuity Purchases: Shootin' It Straight with Stan®
The topic is there's a limit to how many annuities you can buy. There's a limit to annuity purchases. You may say, "Wait a minute. You're saying that if I wanted to put everything I had in annuities you wouldn't make the transaction? You wouldn't sell it to me?
Podcast
July 26, 2022
Bob Carlson: The Good & The Bad About Social Security in 2022
Bob Carlson is one of my favorite celebrity guests because it’s like getting an advanced degree every time he’s on Fun With Annuities. We discussed the Social Security report and the good and bad news that came out of it.
Shootin’ It Straight with Stan®
July 20, 2022
It's Time for A Financial Intervention: Shootin' It Straight with Stan®
The topic of the day, it's time for a financial intervention, or is it time for a financial intervention? I guess you have to ask yourself that question. I was on a phone call with a guy today and it was one of those things where I told him “You've already won the game, why are you still playing?”
Podcast
July 19, 2022
Mr. FIA-X: The Truth About Current Fixed Index Annuities
Mr. FIA-X is one of the most popular guests on my Fun With Annuities podcast because he is an indexed annuity insider, truth teller, and factual flame thrower. He has unique and high-level insights into what’s happening in the FIA industry.
Article
July 18, 2022
Single Premium Immediate Annuity Death Benefit (SPIA)
Today's topic is about Single Premium Immediate Annuity death benefits. The death benefits of an immediate annuity. There’s a lot of misinformation out there, as you can only imagine because people are... I read something the other day. It was from a really smart person.
Article
July 14, 2022
How to Buy an Annuity – Setting Up Your Annuity Beneficiary
Today's topic is setting up those annuity beneficiaries, so when your Learjet hits the mountain, you make sure that the annuity company doesn't keep a penny, even though they're on the hook to pay for the contractual guarantee you put in place.
Shootin’ It Straight with Stan®
July 13, 2022
There's No Perfect Answers, Just Bad Sales Pitches: Shootin' It Straight with Stan®
In the annuity world, there are no good answers, just bad sales pitches. On the internet, you see things like, "Oh, get up to an 18% return with market protection, with principal protection." Give me a break.
Podcast
July 12, 2022
Marcia Mantell: Lasagna Style Income Planning
Marcia Mantell is a breath of fresh financial air. She is a great example of living life in a glass-half-full manner. She is a 30-year expert on retirement and the most sought-after consultant in the U.S. for a financial advisor and planner.
Article
July 7, 2022
How To Buy An Annuity: Start Here
I'm going to tell you why this one has been brought to the forefront for me to talk about how to buy an annuity, just the down and dirty basics of why we're doing this.When you see the MYGA feed on my site, I can sell that. I'm not saying you need an annuity, but understand that we sell them.
Shootin’ It Straight with Stan®
July 6, 2022
Pension Plans for Narcissists: Shootin' It Straight with Stan®
The topic is pension plans for narcissists. So you might say, "Stan, what's a narcissist." Let me give you a southern version of what a narcissist is. It's a person that says, "Hey, enough about you. Let's talk about me." In other words, it's all about them. So, what is a pension plan for a narcissist?
Article
June 30, 2022
How To Calculate Taxable Income On An Annuity
So, how do you calculate taxable income on an annuity? It's very important for you to understand the taxation of annuities. You can use our proprietary calculators to run quotes on your own terms and timeframe with absolutely no sales pitch.
Podcast
June 28, 2022
Martin Parlato: How Politics Affects Your Investments
This week’s Fun With Annuities hosts one of the most talented on-air personalities I’ve ever heard, Martin “Marty” Parlato. Marty hosts one of the most entertaining and educational financial radio shows I’ve ever heard, called Lighthouse Financial Hour.
