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Index Annuities Step-By-Step

Video Course

Lesson 1

Index annuities can be structured to act like a personal pension providing income that can last as long as you live. They also provide possible upside increases in value with limited or no downside risk due to stock market volatility.

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Lesson 2

This lesson focuses on the index annuity’s Income Account and Accumulation Value.

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Lesson 3

In this lesson you will learn the three things that can happen to the index annuity’s  Accumulation Value over time.

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Lesson 4

During periods when there are positive changes in the index, interest is potentially credited to the annuity. Learn how this interest would be limited based on a formula specific to the individual annuity contract.

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Lesson 5

In this lesson you will learn one way to integrate an index annuity with an optional lifetime income benefit rider into an overall retirement strategy.

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Lesson 1

In this lesson we will discuss the challenges faced when attempting to find the “perfect” investment or product for retirement savings.

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Lesson 2

This lesson focuses on how to be tax wise during retirement by becoming better tax diversified.

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Lesson 3

Learn how to transfer savings from employer provided 401k or other retirement plans with an IRA rollover.

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Lesson 4

Being tax wise during retirement requires understanding how Social Security benefits are taxed.

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Lesson 5

Watch a brief case study illustrating how annuities to add greater certainty to retirement income.

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Lesson 6

Indexed annuities can help grow savings when markets are up, while protecting against market losses.

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Get your FREE

Retirement Analysis

Will you have the retirement income you need to pay
the rising cost of living?

You’ll find the answer in this personalized FREE analysis!