Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
Annuities Blogposts
Corebridge is Increasing GLWB Payout Factors Again on 6/3/2024
Broker World Article: Update: Annuities Versus the 4% Rule of Thumb
Broker World Article: GLWB Now, Or Accumulate then Choose a GLWB or SPIA?
Article: Charlie’s Paranoia of Product Extinction
BUY ANNUITIES NOW! They are better than they have ever been, and they may not be here forever, at least in their...
Video: Stop The Madness!!! Annuity “Doublers” Are Not LTC!!!
https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf
Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
Breaking News!!! Athene has Increased Commission on 4-1-24
Broker World Article: Charlie’s “Three Bucket” Approach to Explaining Fixed Annuities
Broker World Article: Options For Being A Registered Rep And Also Selling Indexed Annuities
Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...
Broker World Article: Annuity Suitability: The Method to the Madness
Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...
Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers
https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc
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