Research indicates 65% of people are visual learners, and many argue the percentage is even higher for older adults. This month, I want to highlight how RightCapital's clear, concise outputs helped an advisor visually show a prospect how he could help her meet the retirement goals she had, why purchasing a guaranteed income annuity made sense for her, and bring her on as a client.

We previously highlighted the mathematical benefits of incorporating annuitized income in a client's portfolio. This Forbes article focuses on the emotional and physical health benefits of retirees who have annuitized income.

We've all heard it... Do I have to take my RMDs? The perfect solution for clients happily living within their means is

Dan Sullivan is the co-founder and creator of Strategic Coach. He's known as "the entrepreneur's entrepreneur" and has helped many of the nation's top entrepreneurs take their business to the next level.

At their core, CDs provide safety, guaranteed rates, and a variety of term lengths. The same is true for MYGAs, but MYGAs also provide consumer friendly features:

Warren Buffett's first rule of investing is don't lose what you already have. His second rule? Don't forget the first rule.

 It took 2 full years for the S&P to get back to the all-time high it set in January of 2022, but it roared in 2024 to the tune of a 25% return.

LIMRA released their preliminary results for 2024 annuity sales by product type on January 28th, and the results are staggering! $432.4 Billion of annuity sales in 2024.

The Wall Street Journal's recent article puts numbers behind why many advisors use annuities as a bond alternative to provide their clients with income or safety.

Michael Kitces's team recently shared an article written by Taylor Schulte. Taylor discussed how his 3-step process clearly demonstrates planning value to prospects, delivers a repeatable process, and allows him to serve ideal clients.

MarketWatch/Dow Jones data shows that $2.5 trillion of CD Money will come due in the next 12 months. Those who have CDs maturing are running into a dilemma- new rates are lower than what their current CD is paying. The solution? MYGAs.

David Blanchett and Michael Finke's research affirms that people will spend significantly more in retirement if they have annuitized income.

Many advisors ask the question- Why do similarly rated companies have products with better or worse guarantees than another? There are two main factors, and I’ll use lifetime income FIAs as an example.