Annuities
This video is for people with retirement savings in mutual funds who do not want responsibility for investment risk or money management decisions
This video is for people planning for retirement. It explains the inherent risk to management during retirement and the benefits of a Guaranteed Income Benefit rider.
This video is for anyone with money kept in a bank CD. It explains the benefits and advantages of putting that money into an indexed annuity.
This video is for anyone who questions the safety of their money in any type of life insurance or annuity contract. It explains why insurance contracts are safe for their money.
This video is for people over 50. It explains the need to provide income beyond normal life expectancy (includes brief reference to QLAC) without running out of money.
This video is for people with bank CDs who need income. It explains using a combination of deferred and immediate annuities to create more income without spending principal.
This video is for anyone who does not need to take RMDs. It explains a strategy to convert the account into an income annuity and use those payments to replace the asset with the life insurance.
This video is for anyone preparing for retirement. It explains the use of "laddered" annuities to offset inflation, eliminate market risk and investment fees with guaranteed income for life.
This video is for people with money set aside to pay for elder care (assisted living or home nursing). It explains the benefit of putting that money into an annuity with a Long Term Care rider.
This video is for anyone with an IRA, SEP, 401k, or 403b. It explains the advantage of converting retirement plan mutual funds into indexed annuities.
This video is for someone ready to convert retirement savings into guaranteed income. It explains the advantage of using three separate annuities to guarantee maximum lifetime income.
This video is for people over 60 who want guaranteed lifetime income without market risk of money management responsibilities.
This video is for anyone with either a fixed or variable annuity more than 3 or 4 years old. It explains IRC section "1035" as a way to exchange an older annuity for a newer "fixed" annuity.
This video is for someone ready to convert retirement savings into guaranteed income. It explains the advantage of using three separate annuities to guarantee maximum lifetime income.
This video is for everyone (all ages). It explains the fundamental values of annuities as well as the differences between types of annuities with emphasis on safety and security.
This video is for small business owners over 50 with no more than five employees. It explains a way to fund discriminatory benefit with huge tax deductions using only annuities.