• Retire For Less With The Annuity Expert

  • By: Shawn Plummer
  • Podcast

Retire For Less With The Annuity Expert

By: Shawn Plummer
  • Summary

  • The Annuity Expert podcast dives deep into the world of annuities, insurance, and retirement planning, offering insights tailored to meet specific needs with over 100+ insurance companies. Whether you're navigating the complexities of retirement or seeking the ideal insurance plan, The Annuity Expert podcast equips you with industry-standard formulas, professional expertise, and the latest economic trends for a secure financial future. RSSVERIFY
    Shawn Plummer
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Episodes
  • Understanding Group Annuity Contracts: A Smart Retirement Strategy
    Feb 20 2025

    Group annuities can provide a secure retirement for employees, but are they the right choice for your organization? In this episode of Retire for Less with The Annuity Expert, we break down everything you need to know about group annuity contracts—how they work, the different types, and how they compare to individual annuities.

    We’ll cover:

    ✅ What a group annuity contract is and how it benefits employees

    ✅ The pros and cons of group vs. individual annuities

    ✅ Types of group annuities: deferred, fixed, and variable

    ✅ How to maximize retirement savings with annuities

    ✅ Strategies to secure the best annuity plan for your business

    At The Annuity Expert, we’ve been helping businesses and individuals navigate retirement planning for 15 years. If you're considering a group annuity for your employees, we can help you find the best solution at the lowest cost.

    🎧 Tune in now to make informed decisions about retirement planning!

    📞 Book a Free Consultation to discuss your group annuity options today!

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    22 mins
  • Selling Your Life Insurance Policy for Cash – Is It Worth It?
    Feb 18 2025

    Thinking about selling your life insurance policy? In this episode of Retire for Less with The Annuity Expert, we break down everything you need to know about life settlements, viatical settlements, and whether selling your policy is the right move for you.

    ✔ Who qualifies for a life or viatical settlement?

    ✔ Can you sell a term life insurance policy?

    ✔ How much is your policy worth?

    ✔ Tax implications and alternatives to consider.

    Tune in as we explore the pros, cons, and key strategies to maximize your payout. Need help evaluating your policy? Book a free consultation with The Annuity Expert today!

    🎧 Listen now!

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    15 mins
  • 7 Ways to Build an Annuity Ladder for Reliable Retirement Income
    Feb 17 2025

    Looking for a way to secure steady retirement income while protecting against market risks? In this episode of Retire for Less with The Annuity Expert, we break down the annuity laddering strategy—a powerful way to stagger annuity purchases for optimal returns and financial flexibility.

    We’ll cover:

    ✅ How to structure an annuity ladder for predictable income

    ✅ The pros and cons of laddering immediate, deferred, and indexed annuities

    ✅ How an annuity ladder compares to a CD ladder

    ✅ Smart strategies to maximize growth while maintaining security

    Don’t leave your retirement to chance—learn how to build a strategy that works for you. Book a free consultation today!

    🎧 Listen now!

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    9 mins

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