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Not all annuities are created equal—and there’s no such thing as “the best annuity” for everyone. In this episode, Marty Becker breaks down a real client story to show how different recommendations can miss the mark when they aren’t tied to your specific goals and timeline. You’ll learn the one question that must be answered before making any annuity decision, how to spot vague or biased advice, and why small differences in income today can add up to six figures over retirement. If you're comparing quotes or second-guessing a recommendation, this episode is for you.
In this episode, Marty Becker dives into the crucial topic of balancing risk and safety with fixed index annuity returns. Discover how fixed index...
Have you been considering a Roth conversion but aren’t sure how to handle the taxes or where to hold the funds? In this episode,...
In episode 85 of the Atlas Annuity Podcast, Marty Becker breaks down one of the most anticipated financial moves of the year—the Federal Reserve’s...
