Fixed & Indexed Annuity Videos

Video library

Fixed & Indexed Annuities

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Annuity Buckets: Show this video to someone ready to convert retirement savings into guaranteed income . . . explains the advantage of using three separate annuities to guarantee maximum lifetime income.

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Annuity Exchange: Show this video to anyone with either a fixed or variable annuity more than 3 or 4 years old . . . explains IRC section “1035” as a way to exchange an older annuity for a newer “fixed” annuity.

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Annuity Explanation: Show this video to everyone (all ages) . . . explains the fundamental values of annuities, as well as the differences between types of annuities, with emphasis on safety and security.

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Annuity Laddering: Show this video to anyone preparing for retirement . . . explains the use of “laddered” annuities to offset inflation, eliminate market risk and investment fees, with guaranteed income for life.

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CD to Annuity: Show this video to anyone with money kept in a bank CD . . . explains the benefits and advantages of putting that money into an indexed annuity.

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FIA Credit Rate Explanation: Show this video to anyone buying a fixed index annuity . . . explains how an FIA can credit interest to your money by tracking an investment index.

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FIA Decision Assurance: Show this video to an FIA buyer in order to quell potential "buyer's remorse".

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FIA Hedging Explanation: Show this video to anyone buying a fixed index annuity . . . explains how insurance companies can track a market index without investment losses.

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FIA Reset Explanation: Show this video to anyone buying a fixed index annuity . . . explains how these contracts track the “point to point” gains in the market index.

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Guaranteed Income Rider: Show this video to people planning for retirement . . . explains the inherent risk to managing investments during retirement, and the benefits of a Guaranteed Income Benefit rider.

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IRA Annuity: Show this video to anyone with an IRA, SEP, 401k or 403b . . . explains the advantage of converting retirement plan mutual funds into indexed annuities.

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Income Annuity (SPIA): Show this video to people over 60 who want guaranteed lifetime income without market risk or money management responsibilities.

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Indexed Annuity: Show this video to people with retirement savings in mutual funds who do not want responsibility for investment risk or money management decisions.

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LTC Annuity: Show this video to people with money set aside to pay for elder care (assisted living or home nursing) . . . explains the benefit of putting that money into an annuity with a Long Term Care rider.

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Longevity Annuity: Show this video to people over 50 . . . explains the need to provide income beyond normal life expectancy (includes brief reference to QLAC) without running out of money.

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Multi Year Annuity (MYGA): Show this video to people with money in Certificates of Deposit. It explains the benefits and advantages of higher interest rates, compound tax deferral, and contractual insurance with MYGAs.

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QLAC Annuity: Show this video to anyone with a qualified plan retirement account . . . explains the benefits of electing to use up to 25% or $135,000 of tax deferred assets to fund a old age "safety net" without RMD withdrawals.

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Retirement Income Risk: Show this to people whose retirement income is or will be dependent on stock or bond performance . . . explains why a reliable source of income that will last for as long as you live might well be at risk of running out of money.

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Retirement Questions: Show this video to everyone who is saving money for retirement . . . four questions that get people to consider safe money alternatives to qualified plan investment options and money managers.

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Retirement Savings Risk: Show this video to people whose retirement savings consist mostly of stocks and bonds. . . Explains how and why 83% of retirement savings are at risk for 20% to 50% losses, and what you can do about it.

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Roth Conversion: Show this video to anyone saving for retirement . . . explains the benefits of tax exempt growth and tax exempt income versus tax deferred growth and taxable income.

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Social Security Basics: Show this video to people approaching age 62 who must make decisions on when and how to begin Social Security income benefits for retirement.

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Split Annuity: Show this video to people with bank CDs who need income . . . explains using a combination of deferred and immediate annuities to create more income without spending principal.

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TSP Annuity: Show this to any federal employee to explain the need and benefit of an "in service distribution" rolled over into an Index Annuity with GIB Rider.

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