Annuity Fundamentals | From Health to Wealth

By Annuity FundamentalsBusiness

Annuity Fundamentals | From Health to Wealth episodes

June 06, 2024 The 3 Most Important Questions To Ask Your Client #10 | Annuity Fundamentals - Health to Wealth
On this episode with John Carter, we breakdown the three most important questions you should ask every client.
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]
Partner with Desert Rose Capital Management: https://www.desertrosecapital.com/
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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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🔔 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.
43 min
June 01, 2024 How To Double Your Income As An Agent #9 | Cody Askins X Annuity Fundamentals - Health to Wealth
On this episode with Cody Askins, we break down how life and health agents can easily double their income, adding an extra $70,000/year selling annuities to existing clients.
Book A Call with Cody:
https://codyaskins.com/call/
Would you like to learn more about Cody Askins and what his companies do?
Go to: https://codyaskins.com/
Original Podcast:
https://www.youtube.com/watch?v=U2QaqG3MLU8
----------------
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.
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LinkedIn -https://www.linkedin.com/company/annuity-fundamentals/
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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.
48 min
May 29, 2024 The Best Way for New Agents to Market Themselves #8 | Annuity Fundamentals - From Health to Wealth
On this episode with guest Mike Dudley from Aegis Financial, we break down the best ways for a new agent to market their business and break into the Annuity space.

Contact Mike Dudley at Aegis Financial
[email protected]
Cell: 303-801-8791
Office: 888-758-7305
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.
-----
💬 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.
39 min
May 22, 2024 Retirees BIGGEST Mistakes w/ Their Assets #7 | Annuity Fundamentals - From Health to Wealth
On this episode with Scott and Dr. Wade Pfau, we discuss how not only retirees' income changes in retirement, but also their asset distribution and the biggest mistakes they make with risks in retirement.
After listening, you and your clients will view retirement more different than you ever have before.
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.
💬 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.
36 min
May 15, 2024 Selling Annuities: The Three Keys #6 | Annuity Fundamentals - From Health to Wealth
On this episode with Ryan and Kylee, practice implementing the three keys that open the door to a seamless transition from health to wealth products. You think you can apply what they teach? Most agents will never understand these critical fundamentals. Change your mindset, language, and practices starting with the steps taught here.
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.
💬 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.
34 min
May 11, 2024 This Product MUST Be In Your Toolbox #5 | Annuity Fundamentals - From Health to Wealth
On this episode with guest Troy Briggs, dive into a premier product that's taking retirement plans to the moon. Also in this episode, we break down how critical the relationship between agent and carrier can be to significantly increasing production.
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.
💬 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.
40 min
May 01, 2024 Your Greatest Expense is Your Fear #4 | Annuity Fundamentals - From Health to Wealth
On this episode with guest Ryan Merrill, we uncover and rebuttal the greatest fears stopping agents and advisors from increasing their income.
Check out available classes and courses on annuityfundamentals.com
💬 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
April 24, 2024 5 Things Your Sales Introduction Needs #3 | Annuity Fundamentals - From Health to Wealth
On this episode with guest James Case, we cover the crucial elements every agent and advisor needs in their sales introduction.
Check out available classes and courses on annuityfundamentals.com
💬 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
April 05, 2024 I made more in ONE DAY than ALL last year #2 | Annuity Fundamentals - From Health to Wealth
On this episode with guest Doug McDermott, we discuss how annuity enrollments can significantly multiply your income as an agent and advisor.
Check out available classes and courses on annuityfundamentals.com
💬 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.
30 min
April 05, 2024 How I Learned Annuity Fundamentals #1 | Annuity Fundamentals - From Health to Wealth
On this episode with guest Doug McDermott, we go back in time to paper, half-sheet enrollment applications, cross street directories, and the beginning of what came to be Annuity Fundamentals.
Check out available classes and courses on annuityfundamentals.com
💬 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.
30 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…