Annuity Fundamentals | From Health to Wealth

By Annuity FundamentalsBusiness

Annuity Fundamentals | From Health to Wealth episodes

November 01, 2024 Estate Planning & Trusts: What Your Clients MUST Know #31 | Annuity Fundamentals - Health to Wealth
On this episode with Mike Maloney, we discuss how to BEST present estate planning and trusts to your clients in appointments.
Get in touch with Mike and team at: https://premieraz.net/connect
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Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information.
RECOMMENDED BOOKS
Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl
Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
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Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
35 min
October 25, 2024 What Medicare Agents MUST KNOW Going Into AEP #30 | Annuity Fundamentals - Health to Wealth
On this episode with Jonathan Carroll, we discuss how to position yourself as a holistic insurance agent going into Medicare AEP.
Learn more about Legacy Insurance & Financial Services at https://becauseweprotect.com/
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Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information.
RECOMMENDED BOOKS
Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl
Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
------ ----- ----- ----- -----
Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
28 min
October 11, 2024 Insurance Agents Sell LARGE Cases Using This Resource #29 | Annuity Fundamentals - Health to Wealth
On this episode with John Carter, we discuss how to sell large life insurance cases without the hassle of case management.
Learn more about the Flexmethod and how to maximize passive income, protection, and legacy benefits:
https://theflexmethod.com/
Contact John Carter at (208) 593-2617 or [email protected]
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Join us in Boise on Friday, October 11th for an all-day training event to kickoff Medicare AEP with expert Annuity producer Doug McDermott and his secrets to adding Annuities to your business. Register now HERE: https://www.annuityfundamentals.com/boise
Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information.
RECOMMENDED BOOKS
Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl
Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
------ ----- ----- ----- -----
Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
41 min
October 04, 2024 Most Medicare Agents Aren't Prepared For This #28 | Annuity Fundamentals - Health to Wealth
On this episode with Michael Beam, we discuss what could be perhaps the biggest shakeup in the Medicare and Health Insurance industry - a change most Medicare Agents aren't ready for.
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Join us in Boise on Friday, October 11th for an all-day training event to kickoff Medicare AEP with expert Annuity producer Doug McDermott and his secrets to adding Annuities to your business. Register now HERE: https://www.annuityfundamentals.com/boise
Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information.
RECOMMENDED BOOKS
Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl
Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
------ ----- ----- ----- -----
Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
27 min
September 27, 2024 These Solutions Protect Client's Assets GUARANTEED #27 | Annuity Fundamentals - Health to Wealth
On this episode with Nassau Chief Product Officer, Jan Buchsbaum, we discuss the products and strategies to guarantee your clients a safe retirement.
RECOMMENDED BOOKS
Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl
Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ
Want to work with Nassau? Jump on a call with us by visiting annuityfundamentals.com and we'll get you connected.
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Join us in Boise on Friday, October 11th for an all-day training event to kickoff Medicare AEP with expert Annuity producer Doug McDermott and his secrets to adding Annuities to your business. Register now HERE: https://www.annuityfundamentals.com/boise
Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information.
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
------ ----- ----- ----- -----
Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
38 min
September 20, 2024 An 8-Figure Business Owner's MOST IMPORTANT Mindset #26 | Annuity Fundamentals - Health to Wealth
On this episode with expert business consultant and agency owner, Rich Cavaness, we discuss the most necessary mindset to scale to a 8-Figure business.
RECOMMENDED BOOKS
Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl
Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ
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Contact Rich at (888) 752-4467 or (214) 924-5693
Check out and visit Cavaness Insurance Agency: https://www.cavanessinsuranceagency.com/
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Join us in Boise on Friday, October 11th for an all-day training event to kickoff Medicare AEP with expert Annuity producer Doug McDermott and his secrets to adding Annuities to your business. Register now HERE: https://www.annuityfundamentals.com/boise
Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information.
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
------ ----- ----- ----- -----
Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
26 min
September 06, 2024 TRANSFORMING Medicare Leads into Annuity Clients #24 | Annuity Fundamentals - From Health to Wealth
On this episode with top Annuity producer, Brendon Johansen, we reveal how to present Annuities to clients on the phone, and in a face-to-face appointment.
Join us in Boise on Friday, October 11th for an all-day training event to kickoff Medicare AEP with expert Annuity producer Doug McDermott and his secrets to adding Annuities to your business. Register now HERE: https://www.annuityfundamentals.com/boise
Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information.
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
------ ----- ----- ----- -----
Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
27 min
August 28, 2024 Everything to know about Workshop Marketing #23 | Annuity Fundamentals x Roy Snarr
On this episode with Roy Snarr, we dissect the specifics of successful workshop marketing events for Annuity and Medicare clients.
Check out Roy Snarr's annuityproducers.com for programs, leads, and training information.
Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information.
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
------ ----- ----- ----- -----
Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
35 min
August 21, 2024 The Top Strategies to Market to Annuity Clients #22 | Annuity Fundamentals - From Health to Wealth
On this episode with Jeff Woodard, we look into the top methods of a multi-sourced lead pipeline for Annuity opportunities.
Message Jeff Woodard: https://www.linkedin.com/in/jeffwoodard/
Check out available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information.
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
------ ----- ----- ----- -----
Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
31 min
August 14, 2024 Top Mistakes Agents Make Selling Annuities #20 | Annuity Fundamentals - From Health to Wealth
On this episode with Scott Groskreutz, we review and learn from mistakes made in the early years of getting into the Medicare and Annuity business.
Check out available classes and courses on annuityfundamentals.com
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
----------------------------------
💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr
🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!
👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below.
📌 Connect with Us:
LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
TikTok - https://www.tiktok.com/@annuityfundamentals
Instagram - https://www.instagram.com/annuity_fundamentals/?hl=en
Facebook Page - https://www.facebook.com/annuityfundamentals/
🙏 Thanks for Watching!
------ ----- ----- ----- -----
Disclaimers
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
35 min

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Welcome to "Annuity Fundamentals: From Health to Wealth," your go-to podcast for agents and advisors delving into annuities. Explore how annuities bridge health and wealth gaps for clients. Our…