Aug 25, 2024

In this episode, you'll discover how closed-end funds can revolutionize your retirement income strategy. From expert Steve Selengut, you'll learn about this often-overlooked investment vehicle that's been around since the 1800s. 

You'll explore:

- What closed-end funds are, and how they differ from mutual funds and...

Aug 18, 2024

In this episode, you'll discover how annuities can solve some of the most pressing concerns of retirees and those planning for retirement. You'll learn about five key issues that annuities are uniquely positioned to address:

1. Longevity: You'll understand how annuities can provide guaranteed income for life,...

Aug 11, 2024

In this episode, "Should Everyone Own an Annuity?", you'll dive into the often misunderstood world of annuities and explore whether they're a suitable financial tool for everyone. You'll learn about the different types of annuities, including immediate and deferred annuities, and how they function to provide guaranteed...

Aug 4, 2024

Have you ever wondered what really drives changes in indexed universal life (IUL) insurance cap rates? This episode delves into the mechanics behind these complex financial products.

You'll learn why company profitability isn't the main factor influencing cap rates, participation rates, and spreads in IUL policies....