Stan the Annuity Man: Why you should “handcuff” your loved ones with annuities.
Content by Stan The Annuity Man https://www.youtube.com/watch?v=upddZwpX8JY
Annuities play a pivotal role in building a robust, secure retirement- Katie Benson
by Katie Benson Let's Talk About Annuities Annuities, increasingly popular financial instruments whose roots date back to ancient Egypt, have evolved to the extent they are now a crucial component of modern retirement planning. In such a volatile economy that's often hostile even to those who plan well, more retirees and those about to retire [...]
Video: Shattering annuity myths with Jerry Yu
One of California's most respected financial educators, Jerry Yu, explains how wealthy Americans are busting some of the most common annuity myths. https://www.youtube.com/watch?v=027I9EegSoo Jerry Yu Senior Vice President Reign Financial Services (626) 890-0090 jerry.yu@reignfinancialservices.us
Katie Benson: How to secure your retirement income in 2023 and beyond using Multi-Year Guaranteed Annuities (MYGAs)
By Katie Benson Beginning in 2022, the United States witnessed a significant uptick in the sales of annuities. Annuities became a desirable asset due to heightened volatility in the equities markets and increasing interest rates. LIMRA (The Life Insurance Marketing and Research Association) says that total U.S. annuity sales in 2022 soared to over $310.6 [...]
Stan the Annuity Man: Why investors “sitting on the sidelines” might need a MYGA
In this video, Stan the Annuity Man, America's favorite annuity specialist, discusses how sitting on the sidelines during turbulent times can be better with a multi-year guaranteed annuity (MYGA). If you've been considering adding an annuity to your retirement plan, NOW may be the perfect time. https://www.youtube.com/watch?v=sydrGfgUEVs&t=92s #MYGA, #stantheannuityman, #highinterest, #annuities, #multiyearguranteedannuity, #retirement, #nationaldebt, #annuity, [...]
Bryan Anderson Annuity Straight Talk: Finding the best fixed annuity
Annuity Straight Talk's Bryan Anderson discusses his methods of selecting the best annuity (MYGA). There are a ton of annuity varieties out there and it can get confusing. This video will help you discover how to evaluate your options and avoid making a mistake with your retirement . https://www.youtube.com/watch?v=okwK8aIET6c&t=128s
Brian Swerdlow: Should you consider “infinite banking?”
by Brian Swerdlow In the ever-evolving world of personal finance and wealth building and amid fears of market turmoil, many people seek safer ways to grow their wealth while avoiding as much risk as possible. For this reason, the idea of using specially modified whole life insurance as a money enhancement tool has gained [...]
Katie Benson: What happens to your Social Security benefits after you die?
"When you pass away, do your Social Security checks go away too?" If you're like most people, you're dreaming of the day when you'll no longer have to spend hours sipping lukewarm coffee during horrific commutes, when you can finally kiss your job (and maybe your boss) goodbye and enter your golden years. If so, [...]
Katie Benson: For women, retirement can be an uphill battle.
With an estimated 70 million retirees expected by the end of 2030, the challenges and disparities in retirement savings and financial advice have become increasingly evident. Women, in particular, face unique retirement challenges, often lagging in savings and encountering obstacles in accessing quality financial advice. Several external factors contribute to the retirement disparities faced by [...]
What to do if you have a 401(k) or IRA and want to leave a legacy
By Teresa Kuhn, JD, RFC, CSA Living Wealthy Financial If you're like many Americans, you have money in your 401(k) or IRA plan. That’s a good thing, especially if your employer matches all or part of your contribution. Qualified plans and Social Security form the foundation of many retirement strategies. If you have children or [...]
Jerry Yu: How to use RMDs to enhance your retirement income.
Jerry Yu "The Family Money Doctor". In this short video, Jerry looks at the dreaded "required minimum distribution" or RMD to see how this required withdrawal might be used to help retirees increase their income once they stop working. Discover more from Jerry Yu: https://www.youtube.com/watch?v=GTfRCTAo6x0
Andrew Winnett: Setting a higher bar for strategic retirement planning.
I had a chance to sit down with Andrew Winnett, founder and Principal of Retirement Renegade (formerly Legacy Builders Financial) to discuss why he decided to change directions and take his full service financial firm nationwide. If you are a retiree looking for a firm you can trust and who will always act in your [...]