Annuities


Posted an entry on Annuity Straight Talk
Life Contingent Secondary Market Annuities- Part 5

Previously, (Part 4) I detailed a Life Contingent Secondary Market Annuities transaction, but I didn’t have time to talk about a key component… We talked about Jane selling a life contingent payment stream that doesn’t start for 15...
2014-11-25 12:37:14

Posted an entry on Annuity Straight Talk
Buying Secondary Market Annuities – Part 4

We finished up the previous post with your first SMA, where you bought a portion of Jane’s guaranteed settlement payments. But what happens when our seller, Jane, decides to sell more payments? Read on… Now if you remember from our story...
2014-11-25 12:28:56

Posted an entry on Annuity Straight Talk
Buying Secondary Market Annuities – Part 3

In the previous installment (Part 1 and Part 2) I described how a guaranteed settlement became the SMA you decide to buy. I showed you how Jane, the original annuitant, decided to sell some of her payments, and how you got notified and grabbed it....
2014-11-24 17:34:04

Posted an entry on Annuity Straight Talk
From Guaranteed Payment To Secondary Market Annuity- Part 2

In episode 1, I outlined how our friend Jane won a guaranteed Structured Settlement, and what happens when she decided sell some of her payments. Today we’ll look at how her Structured Settlement payments become YOUR payments. Let’s pick...
2014-11-24 17:08:45

Posted an entry on Annuity Straight Talk
Structured Settlement Annuities- How Secondary Market Annuities Are Made

This is part 1 of a 3 part story on how Secondary Market Annuities come to be. The term Secondary market annuity can mean a structured settlement, lottery payment, or an existing annuity.  What these transactions all have in common is that an...
2014-11-24 17:00:44

Posted an entry on Annuity Straight Talk
5 Key Questions About Index Annuities

The National Association of Fixed Annuities (NAFA) recently held a conference and prior to the event, a useful little document was circulated.  It is a consumer facing and simple question and answer style comparison and clarification of fixed index...
2014-11-20 11:39:45

Posted an entry on Annuity Straight Talk
Increasing Longevity- What If We Live To 100?

I have frequently written about longevity as being the major risk of retirement. I am not alone in highlighting this risk, as it is widely regarded as one of the primary risks in retirement among researchers like Wade Pfau and Moshe Milevsky.  And...
2014-10-01 01:36:31

Posted an entry on Annuity Straight Talk
Secondary Market Annuity Rates

We had a reader complain the other day about rates on Secondary Market Annuities and his perception of a lack of liquidity on the payment stream.  Bryan replied and thought it would be a good response to publish here. Here is the response: Dear XX:...
2014-09-23 12:36:05

Posted an entry on Annuity Straight Talk
Market Correction Coming?

  Well it’s been quite some time since I reached out to the AST community with a blog post but recent market events warrant me dusting off the keyboard to make sure everyone is at least paying attention.   Over the last month, the S&P...
2014-08-03 16:23:30

Posted an entry on Annuity Straight Talk
Compare Secondary Market Annuities to Primary Annuity- New Video

In this video, I compare a 20 year income stream secondary annuity to a new- issue annuity.  Here’s a spoiler- the SMA saves over $17,000 for the exact same income! To put Secondary Market Annuities to work for you, just give us a call!...
2014-07-25 12:28:45

Posted an entry on Annuity Straight Talk
Executive Summary Of Secondary Market Annuities – New Video

Are you curious about Secondary Market Annuities, but want the high points in just a few minutes? Well you are in luck- we’ve recently produced a new video summarizing Secondary Market Annuities. These innovative fixed income contracts are an...
2014-07-24 01:16:50

Posted an entry on Annuity Straight Talk
Generating Returns With Secondary Market Annuities – Video 6

In a recent appearance with nationally syndicated online columnist Steve Savant, AST’s Bryan Anderson talked about why Secondary Market Annuities yields are so good.  What a refreshing alternative to CD’s and other options!   With...
2014-06-10 20:56:36

Posted an entry on Annuity Straight Talk
Using Secondary Market Annuities in Client Planning Scenarios- Video 5

In this final installment of the Steve Savant show “Lets Get Down To Business” our own Bryan Anderson discusses how we use Secondary Market Annuities in various planning scenarios. Enjoy!   Secondary market annuities are generally...
2014-06-10 20:56:33

Posted an entry on Annuity Straight Talk
Lump Sums and Secondary Market Annuities- Video 4

In this fourth installment, Bryan Anderson and Steve Savant discuss mortality credits and the higher yield that Secondary Market Annuities offer to investors.  Feel free to give us a call if this video generates any questions,   Mortality...
2014-06-10 20:56:30

Posted an entry on Annuity Straight Talk
Why Deferred Secondary Market Annuities Are The Most Efficient Use Of Funds- Video 3

In this third installment of the Steve Savant special week on Secondary Market Annuities, Bryan gets on a roll discussing how deferred income Secondary Market Annuities can offer the most powerful guaranteed income out there.  For customers who...
2014-06-10 20:47:29

Posted an entry on Annuity Straight Talk
Why Secondary Market Annuities Are A Great Income Alternative- Video 2

Here is video 2 of Annuity Straight Talk’s Bryan Anderson on Steve Savant’s nationally syndicated ‘Lets Get Down To Business” discussing Secondary Market Annuities. This show is designed for advisors, so there are certain...
2014-06-10 18:10:34

Posted an entry on Annuity Straight Talk
Secondary Market Annuities For Advisors

We hope you enjoy this first of several videos from the nationally syndicated online financial  commentator, Steve Savant, who recently hosted Bryan Anderson of Annuity Straight Talk on his show for a week of episodes featuring Secondary Market...
2014-06-10 04:04:48

Posted an entry on Annuity Straight Talk
Secondary Market Annuities- Steve Savant and AST On SMAs For Advisors

We hope you enjoy this first of several videos from the nationally syndicated online financial  commentator, Steve Savant, who recently hosted Bryan Anderson of Annuity Straight Talk on his show for a week of episodes featuring Secondary Market...
2014-06-10 04:04:48

Posted an entry on Annuity Straight Talk
Secondary Market Annuities- AST on the Steve Savant show with Secondary Market Annuities

We hope you enjoy this first of several videos from the nationally syndicated online financial  commentator, Steve Savant, who recently hosted Bryan Anderson of Annuity Straight Talk on his show for a week of episodes featuring Secondary Market...
2014-06-10 04:04:48

Posted an entry on Annuity Straight Talk
Case Study- Quick Close Secondary Market Annuities

We had a lovely experience over the weekend.  A client called Friday afternoon, late, wanting an in-stock SMA for his mother.  He’d been watching our list for a few weeks and made the mistake of reserving several cases from another vendor.

...
2014-01-15 18:08:01


 1 2 3 >  Last ›