I dedicate time each week to answering questions from people all over the US on financial matters. If you have something you want to know more about, have a specific question that relates to one of my posts, or just need a little free guidance – feel welcome to reach out with the contact form below.
Generally, though not always, I’m able to personally reply within 24 hours. If I’m backlogged a bit or out of town one of my staff will reply in my absence.
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Very helpful explanation of Allianz Annuity. I only wish I saw your video before I invested.
Hi Louis,
Thanks for finding my blog and the nice feedback. Always feel free to reach out via my “contact” page if you have any specific questions – maybe there are some smart ways to make the best of the annuity you already purchased.
Cheers,
Jason
Excellent Independent presention on the Security Benefit program….there is so much bias on the Internet that it’s impossible to get accurate information. This was sooooo helpful and I definitely will share it with friends. Thank you. I just sent you a note….could you evaluate the Security Benefit Total Value Annuity, which I’m told the ‘whole world’ is jumping into because of potential for growth with no downside and it’s GLWB and this fabulous TVI index it’s linked to?
Hi Joanne,
Thanks for finding my blog and the positive feedback.
I have done a complete review of the Total Value Annuity and you can find it here: http://annuitygator.com/independent-review-of-the-security-benefit-total-value-annuity/
If anyone is telling you it’s the best thing since sliced bread, then I highly suggest checking out the review. I think it’s okay, but nothing special. Certainly different, but not necessarily better than other options.
Cheers,
Jason