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  1. The Single Strategy To Use For "The Role of Financial Advisors in Developing a Retirement Savin...

    The Single Strategy To Use For "The Role of Financial Advisors in Developing a Retirement Savin...

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  2. Gary Mettler & I discuss the lost language of Immediate Annuities. A wealth of knowledge & info!

    Gary Mettler & I discuss the lost language of Immediate Annuities. A wealth of knowledge & info!

    12
  4. NEW! Bail Out Annuity & Top Rate of 4.00% for 5 years as of 05/10/2022 - Limited State Availability!

    NEW! Bail Out Annuity & Top Rate of 4.00% for 5 years as of 05/10/2022 - Limited State Availability!

    11
  5. Fees In Fixed Annuities. My take & opinion on fees for rates & when fee based riders can make sense.

    Fees In Fixed Annuities. My take & opinion on fees for rates & when fee based riders can make sense.

    5
  6. 5 Fixed Annuity Acronyms Which Are Widely Used | Get familiar with these terms used in the industry

    5 Fixed Annuity Acronyms Which Are Widely Used | Get familiar with these terms used in the industry

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  8. Divorced or Remarried Why you need to update your estate plan and living trust.

    Divorced or Remarried Why you need to update your estate plan and living trust.

    55
  10. RMD's Required Minimum Distributions. Tax-deferred accounts move to tax-free. Secure Act Ages Change

    RMD's Required Minimum Distributions. Tax-deferred accounts move to tax-free. Secure Act Ages Change

    48
  11. Dividend Income Stocks Outperform the S&P 500 long term with greater safety.

    Dividend Income Stocks Outperform the S&P 500 long term with greater safety.

    44
  13. Funding An Annuity: Qualified | Non Qualified | IRA Roth | 1035 exchange | Pension | Personal Check

    Funding An Annuity: Qualified | Non Qualified | IRA Roth | 1035 exchange | Pension | Personal Check

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  15. December 2022 - Quick Annuity Update - Multi-Year Guarantee Annuity _ Fixed Indexed Annuities

    December 2022 - Quick Annuity Update - Multi-Year Guarantee Annuity _ Fixed Indexed Annuities

    7
  19. Annuity Ladder vs Combo | Steps or Splits | How to get a 65 year old $50,000 for life with $850,008!

    Annuity Ladder vs Combo | Steps or Splits | How to get a 65 year old $50,000 for life with $850,008!

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  20. MYG Annuity Pros and Cons. When Cons are really Pros but for content Cons are needed. Agent limits!

    MYG Annuity Pros and Cons. When Cons are really Pros but for content Cons are needed. Agent limits!

    4
  21. Ken Griffin's Flightpath; Live Whistleblower Recording to SEC💥Citadel Money Laundering? AMC & GME!

    Ken Griffin's Flightpath; Live Whistleblower Recording to SEC💥Citadel Money Laundering? AMC & GME!

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  22. Give mom a gift of financial literacy! Set up a free consultation with my office today

    Give mom a gift of financial literacy! Set up a free consultation with my office today

    4
  25. Immediate Annuity : The Single Lifetime Income Option | Longevity protection | Beneficiary benefits

    Immediate Annuity : The Single Lifetime Income Option | Longevity protection | Beneficiary benefits

    16
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