Annuity Fundamentals | From Health to Wealth

Annuity Fundamentals
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Annuity Fundamentals | From Health to Wealth

Welcome to "Annuity Fundamentals: From Health to Wealth," your go-to podcast for agents and advisors delving into annuities. Explore how annuities bridge health and wealth gaps for clients. Our seasoned hosts dissect complexities, offering expert guidance and practical strategies. Learn about annuity types, contract structuring, and thriving in the market. Whether a seasoned pro or beginner, gain valuable insights on regulatory changes, trends, and client needs. Tune in to unlock annuities' potential in transforming your practice and empowering clients toward financial freedom.

  1. What you MUST HAVE in a Virtual Assistant #44 | Annuity Fundamentals - Health to Wealth

    -6 J

    What you MUST HAVE in a Virtual Assistant #44 | Annuity Fundamentals - Health to Wealth

    On this episode with Stacy Sutter, owner of Summit VA Solutions, we break down the defining characteristics and arduous background training behind the most successful virtual assistants in the insurance industry. To get started with Summit VA Solutions, visit https://www.summitvasolutions.com/ --------------------------------- Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases! 👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us: LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/ TikTok - https://www.tiktok.com/@annuityfundamentals Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en Facebook Page - https://www.facebook.com/annuityfundamentals/ 🙏 Thanks for Watching! ------ ----- ----- ----- ----- 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.

    31 min
  2. Long Term Care - The Great Boomer Crisis #43 | Annuity Fundamentals - Health to Wealth

    17 JANV.

    Long Term Care - The Great Boomer Crisis #43 | Annuity Fundamentals - Health to Wealth

    On this episode with Aegis CEO, Carl Muehlemeyer, we explore Long Term Care options for the biggest wealth transfer taking place in the history of mankind - and how Medicare agents will benefit most. To get started with Aegis Financial, visit annuityfundamentals.com and book an exploratory call. --------------------------------- Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases! 👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us: LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/ TikTok - https://www.tiktok.com/@annuityfundamentals Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en Facebook Page - https://www.facebook.com/annuityfundamentals/ 🙏 Thanks for Watching! ------ ----- ----- ----- ----- 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.

    30 min
  3. Got Debt & Chargebacks? Try These 7 Steps #42 | Annuity Fundamentals - Health to Wealth

    10 JANV.

    Got Debt & Chargebacks? Try These 7 Steps #42 | Annuity Fundamentals - Health to Wealth

    On this episode with Eric "Mr 7" Howard, we discuss the tried, true, and proven method that moves insurance agents from thousands in debt, to millions in wealth. To contact Eric Howard, visit https://eric7steps.com/ --------------------------------- Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases! 👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us: LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/ TikTok - https://www.tiktok.com/@annuityfundamentals Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en Facebook Page - https://www.facebook.com/annuityfundamentals/ 🙏 Thanks for Watching! ------ ----- ----- ----- ----- 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.

    34 min
  4. How to Generate More Client Referrals #41 | Annuity Fundamentals - Health to Wealth

    3 JANV.

    How to Generate More Client Referrals #41 | Annuity Fundamentals - Health to Wealth

    On this episode with Andrew Saska from Reminder Media, we discuss a revolutionary method for maintaining a relationship with your clients and getting referrals on an ongoing basis. To contact Reminder Media, visit https://remindermedia.com/ and review this presentation provided to you for free: http://presentation.remindermedia.com/presentations/andrew-saksa-financial-webinar-digital/ --------------------------------- Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases! 👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us: LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/ TikTok - https://www.tiktok.com/@annuityfundamentals Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en Facebook Page - https://www.facebook.com/annuityfundamentals/ 🙏 Thanks for Watching! ------ ----- ----- ----- ----- 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.

    25 min
  5. Seminar Marketing: We've never seen turnouts like this before #40 | Annuity Fundamentals

    27/12/2024

    Seminar Marketing: We've never seen turnouts like this before #40 | Annuity Fundamentals

    Agents are jumping into seminar marketing, but why? Tune into this episode with Chris Weir from Lead Concepts to hear what's turning up the heat behind this method of prospecting. Interested in working with Chris? Contact him by texting (817) 706-7914. ------------------------------ Annuity Fundamentals Want to learn more about Annuity Fundamentals and our training programs? Visit annuityfundamentals.com and book a call with us! Need a CRM and workshop marketing partner? Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases! 👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us: LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/ TikTok - https://www.tiktok.com/@annuityfundamentals Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en Facebook Page - https://www.facebook.com/annuityfundamentals/ 🙏 Thanks for Watching! ------ ----- ----- ----- ----- 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.

    29 min
  6. Where to Start Selling Annuities #39 | Annuity Fundamentals x Annuity Producers

    20/12/2024

    Where to Start Selling Annuities #39 | Annuity Fundamentals x Annuity Producers

    Two of the leading Annuity training and mentoring platforms break down some of the most critical aspects necessary for selling these financial products. Meet Garrett Burrow from Annuity Producers, and Ryan Anderson and Kylee Mollotte from Annuity Fundamentals, leading industry experts who's role is to train and mentor insurance agents and financial advisors. Tune into this episode to hear the critical factors that produce successful Annuity producers. Annuity Producers Want to learn more about Annuity Producers and their training programs? Visit https://www.annuityproducers.com for more information! Join the weekly call with Annuity Producers at https://www.annuityproducers.com/livezoom ------------------------------ Annuity Fundamentals Want to learn more about Annuity Fundamentals and our training programs? Visit annuityfundamentals.com and book a call with us! Need a CRM and workshop marketing partner? Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases! 👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us: LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/ TikTok - https://www.tiktok.com/@annuityfundamentals Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en Facebook Page - https://www.facebook.com/annuityfundamentals/ 🙏 Thanks for Watching! ------ ----- ----- ----- ----- 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.

    34 min
  7. The Most Important Role of an IMO #38 | Annuity Fundamentals x Aegis Financial

    13/12/2024

    The Most Important Role of an IMO #38 | Annuity Fundamentals x Aegis Financial

    What does IMO stand for? Insurance Marketing Organization, right? Then why aren't most IMO's heavily involved in helping agents market themselves and their solutions? In this episode with Sam Shaheen, Director of Marketing Communications at Aegis Financial, we explore the various types of marketing an IMO should be providing their agents. ------------------------------ Want to learn more about Aegis Financial and our training programs? Visit annuityfundamentals.com and book a call with us! Need a CRM and workshop marketing partner? Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases! 👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us: LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/ TikTok - https://www.tiktok.com/@annuityfundamentals Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en Facebook Page - https://www.facebook.com/annuityfundamentals/ 🙏 Thanks for Watching! ------ ----- ----- ----- ----- 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.

    29 min
  8. The BEST Way To Store Your Important Life Documents #36 | Annuity Fundamentals x My Life & Wishes

    03/12/2024

    The BEST Way To Store Your Important Life Documents #36 | Annuity Fundamentals x My Life & Wishes

    On this episode with guest Jon Braddock from My Life & Wishes, we discuss how agents can easily add more peace of mind for their clients in the event of death or incapacitation. Where can clients safely store policies, passwords, contact information, bank and retirement accounts, and more? Learn secure systems available to you at https://www.mylifeandwishes.com/ Read Jon's book "Click Here When I Die" available on Amazon - https://www.amazon.com/dp/1619616106?linkCode=ssc&tag=onamztay00168-20&creativeASIN=1619616106&asc_item-id=amzn1.ideas.2XIVS3Y8Y6KTM&ref_=aip_sf_list_spv_ons_mixed_d_asin ------------------------------ Ready to level up your Annuity sales language? Book a call with us at annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases! 👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us: LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/ TikTok - https://www.tiktok.com/@annuityfundamentals Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en Facebook Page - https://www.facebook.com/annuityfundamentals/ 🙏 Thanks for Watching! ------ ----- ----- ----- ----- 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.

    30 min
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À propos

Welcome to "Annuity Fundamentals: From Health to Wealth," your go-to podcast for agents and advisors delving into annuities. Explore how annuities bridge health and wealth gaps for clients. Our seasoned hosts dissect complexities, offering expert guidance and practical strategies. Learn about annuity types, contract structuring, and thriving in the market. Whether a seasoned pro or beginner, gain valuable insights on regulatory changes, trends, and client needs. Tune in to unlock annuities' potential in transforming your practice and empowering clients toward financial freedom.

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