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What are Fixed Index Annuities and How Do They Work? Fixed indexed annuities, aka equity indexed annuities are a type of fixed annuity, but they have a bit more to offer. For instance, these flexible financial vehicles provide the opportunity for upside market-linked growth, while at the same time keeping principal protected from market downturns […] Read more

The following transcript is from our video “Using a Fixed Annuity to Fund an Infinite Banking Policy [4 Benefits].” You can watch the video and follow along with the transcript below. Steve Gibbs: Hey guys. Thanks for checking out this video. So today is going to be a great, well short, webinar demonstration from one […] Read more

Regardless of how much money you have saved, the key to a successful and rewarding retirement is income – particularly incoming cash flow that arrives on a regular basis for the remainder of your lifetime, no matter how long that may be. That is because when you have this system in place, you can worry […] Read more

The following transcript is taken from the video titled Why Dave Ramsey Doesn’t Understand Fixed Index Annuities. Steve Gibbs: All right, so we wanted to make a reaction video to one of Dave Ramsey’s videos that he talks about fixed index annuities. And just jumping into this, we applaud Dave Ramsey. He has a huge […] Read more

The following list represents our current picks for the top 10 best annuity companies. These companies represent the annuities that we believe are the best in class for various types of annuities, including fixed, index, and variable, which we will discuss in more detail below. Best Annuity Companies for 2022 Please click on a company […] Read more

Most people are pretty familiar with the basic idea behind life insurance.  Essentially, in the unfortunate event of your untimely death, the policy pays out a death benefit to your named beneficiary or estate—replacing income and providing guaranteed liquidity for your estate. But what about the opposite risk?  What if, instead of getting insurance that […] Read more

There’s no “right” way to invest or save for retirement.  Like so many things in life, the best approach for one person might not work for another. Annuities fit perfectly into this pattern.  A blanket conclusion that annuities are or are not a good investment ignores the fact that every investor is different. And so, […] Read more

Most discussions of annuities focus on the security and predictability they offer as a retirement-planning tool.  And for good reason. Guaranteed growth, minimal risk, and a consistent income stream for life are big advantages for retirees. But favorable tax treatment, though perhaps not as immediately attention-grabbing, may be just as important. With a little strategic […] Read more

As a combination insurance product and investment vehicle, variable annuities have long been popular with investors looking to set aside money for retirement or other long-term goals. The product’s appeal stems from features such as tax-deferred growth and insurance provisions such as guaranteed lifetime payment options and a guaranteed death benefit. Variable annuities are able […] Read more

In the following Annuity Guide, we provide the essential information you need to equip and empower you to make an informed decision about annuities and if an annuity is the best option for you. If you have any questions, please don’t hesitate to reach out to us. Annuities Any retiree with a pension can attest […] Read more