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In this episode, we take a close look at the Athene Performance Elite and Elite Plus annuities. If you've been offered one of these, or if you're curious about how they work, this episode is for you. We’ll break down the different term lengths (7, 10, and 15 years), explain bonuses, fees, and withdrawal options, and help you understand what these annuities are really designed for. Whether you're looking to grow and protect your money or plan for income, this episode will give you clear answers and help you decide if this product is the right fit for your financial goals. Tune in to learn more!
In this episode, Marty Becker dives into the crucial topic of balancing risk and safety with fixed index annuity returns. Discover how fixed index...
Introduction to fiduciary advisors and the importance of understanding fiduciary status. Explanation of the five-part test for fiduciary advisors and its criteria. Discussion of...
00:13 Sequence of returns risk emphasizes the order of receiving returns, impacting retirement outcomes significantly. 02:16 Average returns don't determine retirement success; actual returns...
