Exposing the Mindset of a $40 Million-Dollar Producer
Annuity Taxation >>
Joseph Bellersen
The perils of asset-linked retirement security
by Joe Bellersen
Expert of Single-Premium Immediate Annuities (SPIAs)
This article explains why a retirement security plan linked to asset values is risky business.

Annuity Trends >>
Karlan Tucker
How to lose your nest egg
by Karlan Tucker
Expert of Indexed Annuities
This article cautions clients that losing your nest egg is much easier than they may think. It compares placing a nest egg in the market versus a fixed indexed annuity

Variable Annuities >>
top9iron
How to eliminate stress in retirement
by top9iron

The fear of dying has now been replaced by the fear of living too long (i.e., the fear of outliving one's money). The most common mistake that seniors make is not using solutions available to them that will eliminate the possibility of outliving their money and therefore eliminate this fear.

Retirement Planning with Annuities >>
Paul Cross
Is Wall Street in imminent danger?
by Paul Cross
Expert of Investment Strategies
This article explains that many boomers are retiring from Wall Street in order to protect retirement income.

Single-Premium Immediate Annuities (SPIAs) >>
Joseph Bellersen
SPIA on steroids, Pt. 5
by Joe Bellersen
Expert of Single-Premium Immediate Annuities (SPIAs)
This article explains that SPIAs garnered much better value when rates were higher. So, while advisors trumpet the new agenda of “retirement income planning” or “decumulation,” Joe Bellersen says, “it’s swap time.”

Strategies Using Annuities >>
Roccy Defrancesco
Is inflation irrelevant in financial planning, Pt. 1
by Roccy DeFrancesco
Expert of Cash-Value Life Insurance
Once the client's risk tolerance has been decided, inflation is irrelevant when discussing whether to allocate a client's money into stocks, mutual funds, bonds, fixed annuities, or other wealth-building tools to use in retirement.