Income Timing Strategies: Using Annuities to Delay Social Security
For clients who plan to stop working before age 70, one question always arises: “How do I maintain an income without reducing my Social Security benefits?” Early filing leads to lower monthly payments for life, while waiting until 70 can result in...
Are Your Clients Missing Out on a Better Annuity Contract?
Interest rates increased 11 times between March 2022 and July 2023, leading to an annuity boom. The annuity market continues to rise above pre-pandemic levels in 2025 with new living benefits, enhanced riders, and various cost structures. Register to read entire...
Retirement Success for Savvy Savers: Strategies Financial Professionals Can’t Ignore
Entering retirement can be a dream realized or a wake-up call for many Americans. While some struggle to build savings, those who prepare financially often find their post-work years meet or even exceed expectations. New data reveals that financially prepared retirees...
Building Resilient Retirement Strategies Amid Economic Fluctuations
Takeaways Around 61% of Americans fear retirement more than death due to financial concerns and psychological factors. As financial professionals, understanding these fears is crucial for helping clients navigate this challenging life transition. Beyond financial...About Author
Greg Yodis
With 25 years of industry experience, helping agents provide the best Life, Annuity and LTC products for clients to meet their financial goals. Continually educating agents on how to increase their business and understanding all the options/products available in the marketplace.
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