Leave a Legacy

Brian Swerdlow: Is a 60/40 portfolio design right in 2024?

by Brian Swerdlow   Many retirement researchers claim that as the economy becomes more chaotic, those with traditional 60/40 portfolios could experience substantially better performance than those who've taken on added risk.- Brian Swerdlow Many retirees and pre-retirees enter 2024 burdened by fears of further monetary instability, inflation, and perhaps even social unrest.  Some of [...]

Bryan Anderson: Be careful before jumping into a fixed annuity. There may be other options for keeping your assets safer.

Many Americans get sold annuities without knowing ANYTHING about them.  In this episode of #annuitystraighttalk, Bryan Anderson discusses the right way to buy an annuity (IF you even need one...)  There are tons of other risk reduction options, says Bryan.   Before committing to an annuity, you need to know if you even NEED one in [...]

Bryan Anderson: Why are even the big investment firms now talking about annuities?

Some of the biggest players in finance are telling their clients to look into annuities.  Find out why in this informative podcast from Bryan Anderson of Annuity Straight Talk. https://www.youtube.com/watch?v=B4WTeQ_v_ho See more of Bryan's entertaining and informative content here: https://www.youtube.com/@Annuitystraighttalk

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 [...]

By |2023-12-22T05:30:54+00:00December 22nd, 2023|Leave a Legacy, Protect your wealth, Retirement|

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 [...]

By |2023-11-21T18:25:14+00:00November 3rd, 2023|Federal Employees, Leave a Legacy, Protect your wealth, Retirement|

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 [...]

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