By Michael Clementi April 24, 2023 Episode #282: Accumulation vs Guaranteed Lifetime Income Annuities, Money Script Monday In this episode of Money Script Monday, Michael explores the growth rates, liquidity levels, and accumulation values of two common financial strategies for retirement and provides an example case to illustrate their respective outcomes. Read this post
By Michael Clementi April 1, 2023 Do You Have Retirement Income Insurance? Annuities In Michael's latest article featured in Broker World Magazine, he explains how you can use an annuity to create an additional stream of income in retirement similar to a social security or pension plan. Read this post
By Kyle Tomko March 2, 2023 The Truth Behind How Annuity Companies Make Money Annuities In Kyle's latest article featured in Broker World Magazine, he dispels the most common annuity myth and explains what an insurance carrier does with the money you pay into a policy. Read this post
By Brian Manderscheid March 1, 2023 Three Potential Discounts On Strategic Roth IRA Conversions Annuities, Sales & Marketing In Brian's latest article featured in Broker World Magazine, he discusses an opportunity to help your clients with creative strategies to pay less taxes today and in the future. Read this post
By Kyle Tomko January 23, 2023 Episode #270: The Truth Behind How Annuity Companies Make Money Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dispels the most common annuity myth and explains what an insurance carrier does with the money you pay into a policy. Read this post
By Michael Clementi January 9, 2023 Episode #269: Do You Have Retirement Income Insurance? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains how you can use an annuity to create an additional stream of income in retirement similar to a social security or pension plan. Read this post
By Brian Manderscheid December 20, 2022 Will the 2022 Annuity Opportunity Still Be Available in the New Year? Annuities, Concepts, Sales & Marketing Amidst recording-breaking annuity rates, Brian sheds light on how clients are de-risking their portfolios prior to what most believe will be a rocky, recessionary year in 2023. Read this post
By Michael Clementi December 12, 2022 Episode #267: Is an Annuity Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Michael addresses the most common misconceptions about annuities and breaks down how they can help generate income for life. Read this post
By Sean Brady November 21, 2022 Episode #264: How to Address the Rising Cost of Living During Retirement Annuities In this episode of Money Script Monday, Sean unpacks income annuity benefits to explain how FIAs can offer not only guaranteed lifetime income but increasing income in retirement. Read this post
By Luke Geller October 24, 2022 Episode #260: The Hidden Opportunity Amidst the Market Unknowns Annuities, Money Script Monday In this episode of Money Script Monday, Luke unveils the lesser-known strategies that are available to help retirees protect their retirement goals from economic uncertainty. Read this post