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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.
When you put money into an annuity, how do you know it’s safe? In this episode, we’re breaking down exactly how annuity companies protect...
In this episode, Marty, a retirement planner, uncovers the intricacies of annuities, simplifying the complex landscape for you. You'll explore: Five Key Types of...
Join Marty as he explains what these fees are, how they work, and why they're an essential part of your annuity contract. What to...
