Annuity Fundamentals | From Health to Wealth

By Annuity FundamentalsBusiness

Annuity Fundamentals | From Health to Wealth episodes

August 07, 2024 Annuity Case Designs and Illustrations, Explained #19 | Annuity Fundamentals - From Health to Wealth
On this episode with Scott Groskreutz, we roll out the three pillars and what it takes to build a case design for your clients.
Check out available classes and courses on annuityfundamentals.com
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🔔 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.
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LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/
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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
August 01, 2024 Growing a $100 Million Agency Through Cross-selling #21 | Annuity Fundamentals x AnnuityProducers.com
On this episode with Roy Snarr, we breakdown how to seamlessly start cross-selling your existing book of business.
Visit https://www.annuityproducers.com/ to sign up for the upcoming conference in Houston, TX.

Contact Roy Snarr: [email protected]
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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.
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.
27 min
July 31, 2024 What to look for in your Annuity IMO Partner #18 | Annuity Fundamentals - From Health to Wealth
On this episode with IMO leader, Steve DeJohn, we reveal what you should be looking for in an Annuity IMO partner.
Contact Steve DeJohn at [email protected]
Check out available classes and courses on https://aiusatraining.com/
CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo
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💬 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.
37 min
July 24, 2024 Annuities, Which Type Does Your Client Need? #17 | Annuity Fundamentals - From Health to Wealth
On this episode with Scott Groskreutz, we compare the difference between increasing and level Annuities and when might be appropriate applications for each.
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.
33 min
July 17, 2024 What it takes to sell Annuities, Explained #16 | Annuity Fundamentals - From Health to Wealth
On this episode with Bryan Anderson, we explore alternatives to buying leads and organic marketing strategies.
Watch or Listen to Bryan Anderson: https://www.youtube.com/@Annuitystraighttalk
Contact Annuity Straight-Talk: https://annuitystraighttalk.com/
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.
33 min
July 10, 2024 Master Annuities with these Simple Steps #15 | Annuity Fundamentals - From Health to Wealth
On this episode with Grace Nicholson, we break down the importance and power of a holistic approach to marketing insurance.
Contact Grace Nicholson: https://akamaiadvisors.com/contact/
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.
33 min
July 05, 2024 How I grew an agency without buying leads #14 | Annuity Fundamentals - From Health to Wealth
On this episode with Joyce Garcia, we reveal the secret sauce of growing a successful agency without buying leads.
Contact Joyce Garcia: https://www.legacyensuredgroup.com/
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
June 26, 2024 Replacing Your Client's Annuities #13 | Annuity Fundamentals - From Health to Wealth
On this episode with Scott Groskreutz, we break down how to handle a client situation where they already have an annuity.
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.
17 min
June 19, 2024 The Most Effective Marketing Strategy for Medicare & Life Agents #12 | Annuity Fundamentals
On this episode with marketing expert Angel Cortes, we unfold the secret sauce to breaking away from the daily grind of cold calling unqualified clients and leads.
Looking for a CRM and workshop marketing house? Check out LeadShop.org and text LIFETIME15 to 844-741-5323 for an exclusive 15% off FOR LIFE with the LeadShop Starter Plan.
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Check out available classes and courses on annuityfundamentals.com
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💬 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
June 13, 2024 Integrity Partner Explains 5 Crucial of Selling Insurance #11 | Annuity Fundamentals - Health to Wealth
On this episode with Integrity Partner Jamie Chirio, we lay out the 5 critical components every insurance agent must have to develop a breakthrough business.
Jamie Chirio
IG: https://www.instagram.com/jamie_chirio/
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Check out available classes and courses on annuityfundamentals.com
Looking for a CRM and workshop marketing house? Check out LeadShop.org and text LIFETIME15 to 844-741-5323 for an exclusive 15% off FOR LIFE with the LeadShop Starter Plan.
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💬 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

About Annuity Fundamentals | From Health to Wealth

From the publisher's feed

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…