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Today, we're going to look at how to use annuities as life insurance. Many people approach retirement or estate planning with some misconceptions about how best to secure their financial legacy. Like most, I was initially introduced to this field through a whole life insurance policy, which is often misunderstood much like annuities. However, after gaining a deeper understanding of its true value, I was convinced of its merits.
Marty Becker transitioned from firefighting to finance after losing his pension in 2007. Annuities, particularly income annuities, offer guaranteed lifetime income, but they're often...
This week, we’re diving into the Top 5 Benefits of Index Annuities and the main reasons they’re becoming more popular. Based on feedback from...
In this episode, I walk through a real conversation I had with someone nearing retirement who wanted guaranteed income starting in five years. Her...
