By Laurence Williams October 2, 2023 Episode #302: Annuity Myths Busted by the Wealthy Annuities, Money Script Monday In this episode of Money Script Monday, Laurence puts the top annuity myths to rest to educate retirees on the impact that this financial vehicle can have on the success of their retirement. Read this post
By Brian Manderscheid July 31, 2023 Episode #294: Should I Buy An Annuity Now or Wait Until a Recession? Annuities, Money Script Monday In this episode of Money Script Monday, Brian demonstrates the impact that interest rate environments can have on the outcome of an annuity purchase to offer more guidance around economic conditions to consider when adding an annuity to your financial plan. Read this post
By Sean Brady July 10, 2023 Episode #291: Shorter Withdrawal Charge Schedule Annuities Benefits and Risks Annuities, Money Script Monday In this episode of Money Script Monday, Sean weighs the benefits and risks of annuities with a shorter withdrawal charge schedule and explores the alternative of long-term annuities that could provide more consistent returns over an extended period. Read this post
By Brian Manderscheid June 29, 2023 How to Provide an 8% Withdrawal Rate with an Annuity Income Rider Alternative Annuities In this piece, Brian contends that although annuities with income riders can be a valuable tool, it may be worth considering an Annuity Income Rider Alternative as an option for a client in less-than-perfect health looking for income. Read this post
By Kyle Tomko May 8, 2023 Episode #284: Is it Time to Upgrade Your Variable Annuity Policy? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle calls attention to a tremendous opportunity for variable annuity policy owners who are looking to maximize long-term income. Read this post
By Michael Clementi April 24, 2023 Episode #282: Accumulation vs Guaranteed Lifetime Income Annuities, Money Script Monday In this episode of Money Script Monday, Michael explores the growth rates, liquidity levels, and accumulation values of two common financial strategies for retirement and provides an example case to illustrate their respective outcomes. Read this post
By Michael Clementi April 1, 2023 Do You Have Retirement Income Insurance? Annuities In Michael's latest article featured in Broker World Magazine, he explains how you can use an annuity to create an additional stream of income in retirement similar to a social security or pension plan. Read this post
By Kyle Tomko March 2, 2023 The Truth Behind How Annuity Companies Make Money Annuities In Kyle's latest article featured in Broker World Magazine, he dispels the most common annuity myth and explains what an insurance carrier does with the money you pay into a policy. Read this post
By Brian Manderscheid March 1, 2023 Three Potential Discounts On Strategic Roth IRA Conversions Annuities, Sales & Marketing In Brian's latest article featured in Broker World Magazine, he discusses an opportunity to help your clients with creative strategies to pay less taxes today and in the future. Read this post
By Kyle Tomko January 23, 2023 Episode #270: The Truth Behind How Annuity Companies Make Money Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dispels the most common annuity myth and explains what an insurance carrier does with the money you pay into a policy. Read this post