Latest Episodes
128

Tax Free Legacy Planning
Tax-free legacy planning overview Understanding the benefits of tax-free legacy planning through life insurance policies. ️ Importance of whole life insurance in legacy planning...
127

Are Annuity Death Benefits Worth It?
0:00 Are Annuity Death Benefits Worth it? 00:28 Annuity death benefits, including bonuses and enhancements, are a hot topic in the annuity world, sparking...
124

When An Annuity Makes Retirement Easier
00:43 Annuities can significantly ease retirement planning, even if they're not always necessary, providing advisors with valuable options to consider. 03:44 Calculate annual income...
120

Sleep-At-Night Annuities
Annuities are not just for people who need them. Lots of people want the security that only annuities can provide. A recent case came...
122

Fidelity Annuity Recommendations
00:00 Fidelity Annuity Recommendation 01:11 Fidelity and other major investment firms are now recommending annuities as part of their investment strategies. 03:04 It's important...
121

Don't Just Jump Into An Indexed Annuity
♂️ Don't rush into indexed annuities; it's crucial to consider a progression of safe money options before making a decision. Advisors should prioritize educating...