On this episode with guest Troy Briggs, dive into a premier product that’s taking retirement plans to the moon. Also in this episode, we break down how critical the relationship between agent and carrier can be to significantly increasing production.

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Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.

Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy….(read more)

LEARN MORE ABOUT: Retirement Annuities

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Annuities are a versatile financial product that can provide a secure source of income during retirement. They are an essential tool in any toolbox when it comes to planning for a secure financial future. In this article, we will explore the fundamentals of annuities, from their benefits to their various types and considerations to keep in mind when choosing one.

An annuity is essentially a contract between you and an insurance company where you make a lump-sum payment or a series of payments in exchange for regular income payments. This can provide you with a steady stream of income during retirement or a fixed period of time. Annuities can offer guaranteed income, protection against market volatility, and tax-deferred growth, making them an attractive option for those looking to secure their financial future.

There are several types of annuities to choose from, each with its own features and benefits. The most common types include:

– Fixed annuities: These provide a guaranteed rate of return, offering a fixed income stream for a set period of time.

– Variable annuities: These offer the potential for greater returns by investing in the market, but they also come with market risk.

– Indexed annuities: These offer a return based on the performance of an index, providing a level of protection against market downturns.

When choosing an annuity, it is important to consider your financial goals, risk tolerance, and timeline for retirement. You should also take into account the fees and expenses associated with the annuity, as well as any surrender charges that may apply if you need to withdraw funds early.

Annuities can also be used in conjunction with other retirement savings vehicles, such as 401(k) plans and IRAs, to provide a diverse and secure retirement income strategy. By diversifying your retirement income sources, you can help protect yourself against market fluctuations and ensure a stable financial future.

In conclusion, annuities are a valuable tool to have in your financial toolbox when planning for a secure retirement. They offer a range of benefits, from guaranteed income to tax-deferred growth, and can provide a secure source of income for your golden years. By understanding the fundamentals of annuities and choosing the right type for your individual needs, you can build a strong financial foundation that will support you throughout your retirement. So make sure to consider adding an annuity to your financial plan and secure your path from health to wealth.