Posts

• The Hidden Truth Behind Annuity Sales & Distribution (From an Insider) (May 9, 2025)
• Will an Annuity Bonus pay for a Roth Conversion? (May 3, 2025)
• Indexed Annuities vs the Stock Market: A Two-Year Check-In (April 27, 2025)
• Annuities are Calculated Decisions - Stocks Get You in a Hurry (April 17, 2025)
• Annuity Fraud Alert in Arizona (March 21, 2025)
• Case Study: Which Income Option Would You Choose? (March 14, 2025)
• Buying an Annuity in 2025 (March 7, 2025)
• Buying The Cheapest Annuity & Predictable Regret (February 21, 2025)
• Why Smart People Buy Annuities Even If They Don’t Need Them (February 14, 2025)
• Registered Index Linked Annuities (RILAs) (February 5, 2025)
• How California Fires Affect Insurance Companies (January 31, 2025)
• Don't Fall For The "Fiduciary Standard" Label (January 23, 2025)
• Annuity Companies To Avoid In 2025 (January 17, 2025)
• Will The Market Drop in 2025? (January 9, 2025)
• Who Certifies a CFP? (December 13, 2024)
• Annuity Commissions vs Investment Fees (November 20, 2024)
• Year End Annuity Sales Pressure (November 8, 2024)
• Midland National Annuity Review (October 30, 2024)
• Are Bonus Annuities A Good Deal? (October 25, 2024)
• Collapse of the Dollar (October 17, 2024)
• Do Insurance Companies Use Options for Indexed Annuities? (October 10, 2024)
• The First Step To Buying An Annuity (October 3, 2024)
• 2024 Annuity Index Performance (September 25, 2024)
• A Better MYGA Option (September 19, 2024)
• DIA vs GLWB Part II (September 13, 2024)
• DIA vs GLWB - Max Income or Legacy? (September 4, 2024)
• Looking At Market Meltdowns & Rate Cuts With A Clear Head (August 30, 2024)
• Allianz Inflation Adjusted Annuity Payments (August 23, 2024)
• Surrendering an Annuity (August 1, 2024)
• The 2024 Allianz Annuity Exodus? (July 26, 2024)
• Fidelity Investments Annuity Marketing in 2024 (July 16, 2024)
• Annuity Ladders: CD and Bond Alternatives (July 5, 2024)
• Finding Indexed Annuity Value (June 27, 2024)
• Inside Look at AST's Approach To Annuity Marketing (June 14, 2024)
• 3 Financial Conspiracy Theories: IRMAA, Social Security, and Roth IRAs (June 7, 2024)
• Roth Conversion Case Study (May 29, 2024)
• The Reality of Roth Conversions (May 29, 2024)
• MYGA to SPIA for Deferred Income (May 23, 2024)
• Why Most Financial Planning Software Spit Out Garbage Reports (May 15, 2024)
• Which Annuity Type is BEST For Your Retirement Income? (May 10, 2024)
• Annuity Strategy: Guaranteed Income in Your 50s (May 3, 2024)
• How To Choose Annuity Indexes (April 26, 2024)
• Annuities Vs. The 2024 Stock Market (April 18, 2024)
• Will Interest Rates Drop in 2024 (April 12, 2024)
• Annuities Helping with Inflation (April 5, 2024)
• Part II: Adjustable Index Annuity Rates (March 27, 2024)
• Index Annuity Rate Adjustments (March 22, 2024)
• Guaranteed Indexed Annuity Rates (March 14, 2024)
• Tax Free Legacy Planning (March 6, 2024)
• Are Annuity Death Benefits Worth It? (February 29, 2024)
• Fundamental Purpose of Annuities (February 23, 2024)
• Guaranteed Income Using Social Security and Annuities (February 16, 2024)
• When an Annuity Makes Retirement Easier (February 8, 2024)
• Fidelity's Annuity Recommendation (January 26, 2024)
• Don't Just Jump to Indexed Annuities (January 19, 2024)
• Investment Companies Now Recommend Annuities (January 11, 2024)
• Choosing the Best Fixed Annuity (MYGA) (October 27, 2023)
• Early Retirement Plan Distributions (October 19, 2023)
• Why You Should Buy an Annuity From Me (October 13, 2023)
• 9.3% Annual Annuity Return (September 22, 2023)
• Crazy Annuity Indexes (August 30, 2023)
• Annuity Solutions are Easy (August 25, 2023)
• Misinformation on Annuity.org (August 12, 2023)
• Annuity Straight Talk Review (July 22, 2023)
• Second Opinion on Annuities (July 7, 2023)
• Why Midland National is My #1 Recommendation (June 25, 2023)
• Full Blown Retirement Plan (June 16, 2023)
• Taking Down the Allianz Benefit Control (June 9, 2023)
• Athene Performance Elite 10 Plus (June 2, 2023)
• What Annuities Do I Have? (May 19, 2023)
• Artificial Intelligence In Financial Services: Convenience or Catastrophe? (May 10, 2023)
• Allianz 222 vs Fully Guaranteed Income (April 21, 2023)
• Weighing the Risks: Lifetime Income Annuity vs. Short-Term Solution (April 14, 2023)
• Guaranteed Minimum Annuity Values (March 31, 2023)
• BS Annuity Illustrations (March 24, 2023)
• The Basics of How Indexed Annuities Work (March 24, 2023)
• 2023 Bank Failure Apocalypse (March 18, 2023)
• Case Study: Annuity Income Options (March 10, 2023)
• Guaranteed Income: With or Without Fees? (March 3, 2023)
• Fisher Investments vs. Annuity Straight Talk (February 25, 2023)
• Allianz and Athene Bonus Annuities: A Critical Review (January 28, 2023)
• Case Study: Guaranteed Income Is Back! (January 20, 2023)
• Secondary Market Annuities (December 10, 2022)
• Allianz 222 Annuity Performance (October 25, 2022)
• Buying the Right Annuity (August 19, 2022)
• Splitting Annuities: A Smart Strategy for Balanced Growth and Security (August 8, 2022)
• Guaranteed Income: Yes or No? (July 29, 2022)
• Safe Money Radio: Why Most Annuity Information Is Just Sales Pitch (June 11, 2022)
• 35% Annuity Bonus (March 26, 2022)
• Why Not an Annuity? (February 26, 2022)
• Evaluating Annuity Companies (February 15, 2022)
• Timing a Fixed Index Annuity Purchase (February 5, 2022)
• The Best Growth Fixed Indexed Annuity: Midland National RetireVantage 10 (January 8, 2022)
• Capital Gains Tax Deferral (November 27, 2021)
• Performance-Based Income Annuities (October 8, 2021)
• What Would You Do with an Old Variable Annuity? (October 2, 2021)
• Annuities for Inheritance (May 29, 2021)
• Ammo and Annuities (May 1, 2021)
• Annuity Straight Talk Podcast (April 23, 2021)
• Which Annuity Would You Choose? (April 11, 2021)
• Smart Annuities (March 12, 2021)
• Pros and Cons of Expert Annuity Advice (February 21, 2021)
• Where Do Index Annuities Fit? (February 13, 2021)
• Allianz Benefit Control (December 18, 2020)
• 2020 Annuity Index Performance Comparison (December 6, 2020)
• Index Annuities Have Evolved (November 27, 2020)
• 7% Annuities (August 22, 2020)
• Annuity Surrender Fees Are Not a Big Deal (August 15, 2020)
• The Best Time to Buy an Index Annuity (July 14, 2020)
• Consistency is the Key to Index Annuities (July 11, 2020)
• An Annuity that Works: Midland National (May 30, 2020)
• Overrated Annuities (May 23, 2020)
• Hidden Fees in the Allianz 222 (May 14, 2020)
• What if an Insurance Company Goes Bankrupt? (October 11, 2019)
• Why I Like Annuities (October 6, 2019)
• How to Get out of an Annuity (September 17, 2019)
• The Myth of Annuities and Liquidity (June 16, 2019)
• Does Anyone Have Too Much Money to Use an Annuity? (June 1, 2019)
• The #1 Rule To Maximize Social Security (March 19, 2019)
• The Difference between Sales and Advice (March 15, 2019)
• How Commissions Affect Annuity Sales (March 4, 2019)
• I Didn't Sell My Dad an Annuity (February 9, 2019)
• An Annuity to Keep Pace with Inflation (November 9, 2018)
• Product Spotlight: Allianz 222 (October 3, 2018)
• Bonds vs. Indexed Annuities (June 25, 2018)
• The Myth of the 8 Percent Annuity (November 30, 2016)
• Top 5 Pros and Cons of Annuities (May 14, 2016)
• 5 Key Questions About Index Annuities (November 20, 2014)
• Traditional Asset Management Doesn't Work For Retirement Income Planning (April 18, 2011)
• Reverse Dollar Cost Averaging (February 28, 2011)