Канал: Annuity Org

Investing for Beginners | Tips & Tricks to Kick Off Your Investment Journey

Investing for Beginners | Tips & Tricks to Kick Off Your Investment Journey

From The Experts: What Is Insurer Insolvency? What To Do + How To Avoid

From The Experts: What Is Insurer Insolvency? What To Do + How To Avoid

Are Bonds Right For You? | How They Work & Useful Alternatives

Are Bonds Right For You? | How They Work & Useful Alternatives

Philanthropy

Philanthropy

The Four Cs of Retirement Webinar

The Four Cs of Retirement Webinar

What Is a High Yield Savings Account

What Is a High Yield Savings Account

Structured Settlements for Minors

Structured Settlements for Minors

Annuities vs. CDs | Which One is Right for You?

Annuities vs. CDs | Which One is Right for You?

Private Banking vs. Wealth Management: Which Is Right for You?

Private Banking vs. Wealth Management: Which Is Right for You?

How to File Taxes

How to File Taxes

Structured Settlement Loans

Structured Settlement Loans

Guaranteed Minimum Withdrawal Benefit (GMWB)

Guaranteed Minimum Withdrawal Benefit (GMWB)

How Much Does a Funeral Cost?

How Much Does a Funeral Cost?

What Is a Custodial Roth IRA?

What Is a Custodial Roth IRA?

Lump Sum vs. Annuity Payments for Casino Winnings

Lump Sum vs. Annuity Payments for Casino Winnings

How to Set Up a Trust

How to Set Up a Trust

Traditional IRA Explained: Everything You Need to Know

Traditional IRA Explained: Everything You Need to Know

What is Disability Insurance?

What is Disability Insurance?

What is Long Term Care Insurance?

What is Long Term Care Insurance?

How To Invest During a Period of High Inflation

How To Invest During a Period of High Inflation

Annuities vs. Structured Settlements

Annuities vs. Structured Settlements

What Is Cost-Push Inflation?

What Is Cost-Push Inflation?

Mortgage Notes At A Glance

Mortgage Notes At A Glance

Partial vs. Lump Sum Sales

Partial vs. Lump Sum Sales

Understanding Viatical Settlements

Understanding Viatical Settlements

What Is Financial Abuse?

What Is Financial Abuse?

Financially Preparing for a New Baby

Financially Preparing for a New Baby

Thomas Brock - Who are you and what do you do?

Thomas Brock - Who are you and what do you do?

When should someone focus on building savings vs. investments?

When should someone focus on building savings vs. investments?

How much money do I need to start investing?

How much money do I need to start investing?

What is your top advice for novice investors?

What is your top advice for novice investors?

Why should someone invest in the stock market vs. alternatives?

Why should someone invest in the stock market vs. alternatives?

What does dividend yield tell you about a company?

What does dividend yield tell you about a company?

What are 401(k)s and who can benefit from them?

What are 401(k)s and who can benefit from them?

What are the tax implications for 401(k) earnings?

What are the tax implications for 401(k) earnings?

How do you choose the best dividend stocks?

How do you choose the best dividend stocks?

What is a good dividend yield?

What is a good dividend yield?

Why should retirees pay attention to dividend returns?

Why should retirees pay attention to dividend returns?

Why should someone seek alternatives to investing money in bonds?

Why should someone seek alternatives to investing money in bonds?

What are the pros and cons of stocks vs bonds?

What are the pros and cons of stocks vs bonds?

How can someone choose the best bond for their investment dollars?

How can someone choose the best bond for their investment dollars?

How do treasury bonds work?

How do treasury bonds work?

What are State Guaranty Associations?

What are State Guaranty Associations?

What are common tax sheltered investments?

What are common tax sheltered investments?

Why do tax shelters pose risks and how can you safeguard against those risks?

Why do tax shelters pose risks and how can you safeguard against those risks?

What is dollar cost averaging?

What is dollar cost averaging?

Why should a person diversify their investments?

Why should a person diversify their investments?

Why might a person benefit from investing in alternative investment classes?

Why might a person benefit from investing in alternative investment classes?

What are the pros and cons of investing in alternative classes like cryptocurrencies?

What are the pros and cons of investing in alternative classes like cryptocurrencies?

How do banks differ from other financial institutions?

How do banks differ from other financial institutions?

Is my money safe in a bank?

Is my money safe in a bank?

Is my money safe in a brokerage account?

Is my money safe in a brokerage account?

What are your top tenets of personal finance?

What are your top tenets of personal finance?

Why is personal finance education important?

Why is personal finance education important?

How are ETFs different from stocks?

How are ETFs different from stocks?

How are ETFs different from mutual funds?

How are ETFs different from mutual funds?

How are the S&P 500 and the Nasdaq different?

How are the S&P 500 and the Nasdaq different?

How do annuities leverage the S&P 500?

How do annuities leverage the S&P 500?

Standard Deduction vs. Itemizing: Which is Best for You?

Standard Deduction vs. Itemizing: Which is Best for You?

What are the most commonly missed deductions you see?

What are the most commonly missed deductions you see?

Chip Stapleton - Who are you and what do you do?

Chip Stapleton - Who are you and what do you do?

What is your recommendation for the best place to invest proceeds after selling your house?

What is your recommendation for the best place to invest proceeds after selling your house?

What is a 1031 exchange and how does it work?

What is a 1031 exchange and how does it work?

What is adjusted gross income? How is it taxed?

What is adjusted gross income? How is it taxed?

What is your top advice for clients when setting achievable financial goals?

What is your top advice for clients when setting achievable financial goals?

How do you explain reverse budgeting to your clients?

How do you explain reverse budgeting to your clients?

How might someone who has never saved before start building their nest egg?

How might someone who has never saved before start building their nest egg?

How have your clients found success using the get addicted to saving strategy?

How have your clients found success using the get addicted to saving strategy?

Why might someone purchase a CD over a bond?

Why might someone purchase a CD over a bond?

Why might someone choose to invest in a CD over investing in the stock market?

Why might someone choose to invest in a CD over investing in the stock market?

What are your best practices for financial health?

What are your best practices for financial health?

How do these financial best practices relate to one another?

How do these financial best practices relate to one another?

Why do you recommend an opportunity fund over an emergency fund?

Why do you recommend an opportunity fund over an emergency fund?

Who should invest in mutual funds?

Who should invest in mutual funds?

How do financial priorities shift after retirement?

How do financial priorities shift after retirement?

What financial risks are introduced after retirement?

What financial risks are introduced after retirement?

How does gross income differ from net income?

How does gross income differ from net income?

What is a wise strategy to stay out of debt?

What is a wise strategy to stay out of debt?

What are capital gains?

What are capital gains?

How do short term and long term capital gains differ?

How do short term and long term capital gains differ?

How can meeting with a tax professional benefit the average American?

How can meeting with a tax professional benefit the average American?

Christopher Magnussen - Who are you?

Christopher Magnussen - Who are you?

What questions will I be asked when I call Annuity.org?

What questions will I be asked when I call Annuity.org?

Who do you speak with when you call Annuity.org?

Who do you speak with when you call Annuity.org?

How can Annuity.org help you find the right product for your financial need?

How can Annuity.org help you find the right product for your financial need?

Are Annuity.org agents trained professionals?

Are Annuity.org agents trained professionals?

Why is Annuity.org a trustworthy company?

Why is Annuity.org a trustworthy company?

What are the benefits you get from working with the independent agents?

What are the benefits you get from working with the independent agents?

How do I choose an annuity provider?

How do I choose an annuity provider?

How do I know what annuity is the best for me?

How do I know what annuity is the best for me?

How do annuities pay out?

How do annuities pay out?

Is an annuity a good investment?

Is an annuity a good investment?

What is a fixed annuity?

What is a fixed annuity?

What is a variable annuity?

What is a variable annuity?

What are the benefits of a variable annuity?

What are the benefits of a variable annuity?

What is an immediate annuity?

What is an immediate annuity?

What is a deferred annuity?

What is a deferred annuity?

What is an indexed annuity?

What is an indexed annuity?

What happens to your annuity when you die?

What happens to your annuity when you die?

What are the average costs and fees associated with an annuity?

What are the average costs and fees associated with an annuity?

How are annuities taxed?

How are annuities taxed?

What is the difference between a qualified and non-qualified annuity?

What is the difference between a qualified and non-qualified annuity?

How much guaranteed income can I expect to receive?

How much guaranteed income can I expect to receive?

What are annuity rates?

What are annuity rates?

How would an annuity fit into my overall retirement plan?

How would an annuity fit into my overall retirement plan?

What is a single premium immediate annuity or SPIA?

What is a single premium immediate annuity or SPIA?

How do immediate annuities pay out?

How do immediate annuities pay out?

What is an annuity?

What is an annuity?

When is the best time to buy an annuity?

When is the best time to buy an annuity?

How would an annuity fit into my overall retirement plan?

How would an annuity fit into my overall retirement plan?

Structured Settlement Loans 101: How to Get the Most Out of Your Payments

Structured Settlement Loans 101: How to Get the Most Out of Your Payments

How do I know what annuity is best for me?

How do I know what annuity is best for me?

Is an annuity a good investment?

Is an annuity a good investment?

What are the benefits of a fixed annuity?

What are the benefits of a fixed annuity?

What is a single premium immediate annuity or SPIA?

What is a single premium immediate annuity or SPIA?

How are annuities taxed?

How are annuities taxed?

What are some cons of annuities?

What are some cons of annuities?

What are the drawbacks of variable annuities?

What are the drawbacks of variable annuities?

What is the difference between fees and commissions for an annuity?

What is the difference between fees and commissions for an annuity?

What are the top qualities to look for in annuity providers?

What are the top qualities to look for in annuity providers?

What makes a fixed index annuity different from other types of annuities?

What makes a fixed index annuity different from other types of annuities?

What are some other ways to use annuities?

What are some other ways to use annuities?

Can you roll over your 401k or IRA into an annuity?

Can you roll over your 401k or IRA into an annuity?

What is an indexed annuity?

What is an indexed annuity?

What is a variable annuity?

What is a variable annuity?

What is a fixed annuity?

What is a fixed annuity?

What is an annuity?

What is an annuity?

How do I estimate how much monthly income I'll receive from my annuity?

How do I estimate how much monthly income I'll receive from my annuity?

What are annuity rates and how are they set?

What are annuity rates and how are they set?

Who are you and what do you do? (Wendy Swanson)

Who are you and what do you do? (Wendy Swanson)

What are the different types of annuities?

What are the different types of annuities?

What are the pros and cons of annuities?

What are the pros and cons of annuities?

Are annuities guaranteed?

Are annuities guaranteed?

Who do you speak with when you call Annuity.org?

Who do you speak with when you call Annuity.org?

What makes Annuity.org different from other companies?

What makes Annuity.org different from other companies?

Who is Senior Market Sales (SMS)?

Who is Senior Market Sales (SMS)?

What is a real-world example of using an annuity for guaranteed income?

What is a real-world example of using an annuity for guaranteed income?

How do I buy an annuity?

How do I buy an annuity?

How is Annuity.org's information different than other sites?

How is Annuity.org's information different than other sites?

How does Annuity.org set itself apart through the content it provides to its visitors?

How does Annuity.org set itself apart through the content it provides to its visitors?

What is Annuity org's relationship with CBC Settlement Funding?

What is Annuity org's relationship with CBC Settlement Funding?

How do annuities work?

How do annuities work?

What are the different types of annuities?

What are the different types of annuities?

What should you take into account when choosing an annuity provider?

What should you take into account when choosing an annuity provider?

Are annuities safe?

Are annuities safe?

What is an annuity?

What is an annuity?

What are the pros and cons of a fixed annuity?

What are the pros and cons of a fixed annuity?

Why have indexed annuities gained in popularity?

Why have indexed annuities gained in popularity?

Can you sell part of your annuity payments?

Can you sell part of your annuity payments?

Why do you receive a reduced amount when selling your annuity?

Why do you receive a reduced amount when selling your annuity?

What is the benefit of selling future annuity payments?

What is the benefit of selling future annuity payments?

Why are some annuities ineligible for sale?

Why are some annuities ineligible for sale?

What are some of the tax advantages and disadvantages of owning an annuity?

What are some of the tax advantages and disadvantages of owning an annuity?

What questions should someone ask their factoring company before selling their annuity?

What questions should someone ask their factoring company before selling their annuity?

Is purchasing a retirement annuity a good idea?

Is purchasing a retirement annuity a good idea?

What should you take into account when choosing an annuity provider?

What should you take into account when choosing an annuity provider?

What is a structured settlement annuity?

What is a structured settlement annuity?

What are the pros of a structured settlement?

What are the pros of a structured settlement?

What are the cons of a structured settlement?

What are the cons of a structured settlement?

How can I access my structured settlement funds immediately?

How can I access my structured settlement funds immediately?

What is financial literacy and why is it important?

What is financial literacy and why is it important?

What advice would you give to anyone planning for retirement?

What advice would you give to anyone planning for retirement?

Juliette Fairley - How did you become a personal finance expert?

Juliette Fairley - How did you become a personal finance expert?

Juliette Fairley - How did you become an author?

Juliette Fairley - How did you become an author?

What are the advantages and disadvantages of a variable annuity?

What are the advantages and disadvantages of a variable annuity?

What is the difference between the cash option and annuity payments for lottery winnings?

What is the difference between the cash option and annuity payments for lottery winnings?

What happens to my annuity after I die?

What happens to my annuity after I die?

What is Annuity.org?

What is Annuity.org?

Unlocking Financial Freedom: Top Reasons to Sell Your Structured Settlement Payments

Unlocking Financial Freedom: Top Reasons to Sell Your Structured Settlement Payments

Inflation-Proof Your Portfolio: 4 Investment Strategies for Turbulent Times

Inflation-Proof Your Portfolio: 4 Investment Strategies for Turbulent Times

Understanding NAIC Annuity Suitability Training Requirements: What You Need to Know

Understanding NAIC Annuity Suitability Training Requirements: What You Need to Know

Annuity Regulations: What You Need to Know to Protect Your Retirement Income!

Annuity Regulations: What You Need to Know to Protect Your Retirement Income!

Medicaid Annuities: How to Help Cover Your Healthcare Costs & Maximize Your Retirement

Medicaid Annuities: How to Help Cover Your Healthcare Costs & Maximize Your Retirement

Can you explain the time value of money concept?

Can you explain the time value of money concept?

How are annuities taxed?

How are annuities taxed?

What should I look for in a wealth management advisor?

What should I look for in a wealth management advisor?

What is wealth management vs. financial planning?

What is wealth management vs. financial planning?

How can women improve their outcomes in retirement?

How can women improve their outcomes in retirement?

Are women at a disadvantage when it comes to financial health in retirement?

Are women at a disadvantage when it comes to financial health in retirement?

What are the best ways to plan ahead for healthcare costs in retirement?

What are the best ways to plan ahead for healthcare costs in retirement?

Why should I have an IRA vs other retirement account options?

Why should I have an IRA vs other retirement account options?

How might life expectancy affect retirement planning?

How might life expectancy affect retirement planning?

What advice would you give to someone planning for retirement?

What advice would you give to someone planning for retirement?

How should someone start their retirement plan?

How should someone start their retirement plan?

When is the best time to begin planning for retirement?

When is the best time to begin planning for retirement?

How much income will I need in retirement?

How much income will I need in retirement?

What happens if you miss the required minimum distribution (RMD) deadline?

What happens if you miss the required minimum distribution (RMD) deadline?

What are required minimum distributions (RMDs) for retirement plans?

What are required minimum distributions (RMDs) for retirement plans?

Annuity.org Expert — Marguerita Cheng, CFP®, CRPC®, RICP®: Who are you and what do you do?

Annuity.org Expert — Marguerita Cheng, CFP®, CRPC®, RICP®: Who are you and what do you do?