By Brian Manderscheid November 29, 2023 Use This to Combat the White House’s Criticism of FIAs Annuities In Brian Manderscheid's latest blog, he covers the recent media storm surrounding President Biden's scrutiny of FIAs and the implications of the new DOL proposal. Read this post
By Kyle Tomko November 13, 2023 Episode #308: An Easy Explanation of Fixed Indexed Annuities Annuities, Money Script Monday In this episode of Money Script Monday, Kyle demonstrates that fixed indexed annuities don’t have to be complex by breaking down FIA basics and detailing the processes involved in the accumulation and distribution phases. Read this post
By Kevin Nuber October 16, 2023 Episode #304: Refinance Your Annuity Income Annuities, Money Script Monday In this episode of Money Script Monday, Kevin reveals how high interest rates can create an opportunity for annuity owners to secure greater returns on their retirement income. Read this post
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