Knowledge is power!
Here's an opportunity to better understand annuities and how to use them correctly in retirement.
Many websites offer “boiler-plate” information about annuities without any real advice that you can actually put to use, but isn't it time someone shared the specific techniques the wealthy use to buy annuities?
We thought so.
The powerful techniques available here can be used with nearly any type of annuity on the market today.
7 Strategies to Leverage Annuities in Your Portfolio
Here are seven lessons to teach you the annuity strategies the wealthy use.
Scroll down to access the lessons.
View the short video and let's get started!
LESSON #1 - Your New Annuity Strategy
This lesson shares a “Secret” Annuity Strategy that most investors (and many advisors!) don't know.
Learn this well-kept secret for helping generate a secure, consistently increasing income stream that can keep growing throughout your retirement. This technique is designed to avoid depletion of your original principal so access now.
LESSON #2 - Why Conventional Income Plans Fail
Why do so many retirees fall into "underachieving" methods for generating income during retirement?
This lesson helps you get clear on why income plans fail and how to avoid the frustration of failure within your own portfolio.
LESSON #3 - Fixed Annuities "Safety Nets"
This lesson explores the “Safety Nets” of fixed annuities and why they’re one of the safest ways to protect your retirement in any economy.
From guaranteed principal protection to industry-leading stability, this lesson reveals how fixed annuities can help you feel confident in securing your financial future.
LESSON #4 - Annuity Agent Confessions
In this lesson, you will learn THE TRUTH about how annuity agents make their money!
Discover how to spot the difference between agents pushing products and those providing genuine solutions for your retirement needs.
LESSON #5 - Your Interview Checklist for Finding Your Perfect-Fit Advisor
This lesson provides you with the ultimate interview checklist with 30 essential questions to find your perfect-fit advisor.
This guide helps you avoid pitfalls, uncover red flags, and confidently choose the right expert for your annuity needs and future security!
LESSON #6 - How Annuities Can Potentially Reduce Taxes
This lesson provides practical strategies to boost your income and shrink your tax bill with annuities!
Learn how annuities can help you lower—or even eliminate—taxes on Social Security and other retirement income sources for a more financially secure future.
LESSON #7 - Applying What We've Learned: An Advanced Annuity Plan Case Study
In this final lesson, you will see advanced annuity strategies in action!
In this real-life case study, watch how the techniques from these lessons come together to create a retirement plan with powerful, life-changing results.
