About Annuity Fundamentals | From Health to Wealth
Welcome to "Annuity Fundamentals: From Health to Wealth," your go-to podcast for agents and advisors delving into annuities. Explore how annuities bridge health and wealth gaps for clients. Our seasoned hosts dissect complexities, offering expert guidance and practical strategies. Learn about annuity types, contract structuring, and thriving in the market. Whether a seasoned pro or beginner, gain valuable insights on regulatory changes, trends, and client needs. Tune in to unlock annuities' potential in transforming your practice and empowering clients toward financial freedom.
On this episode with guest Tyson Louie, we review the systems that change agents' ability to cross-sell solutions and better serve their clients.----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo----------------------------------Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKSRobert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFylMichael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us:LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/TikTok - https://www.tiktok.com/@annuityfundamentalsInstagram - https://www.instagram.com/annuity_fundamentals/?hl=enFacebook Page - https://www.facebook.com/annuityfundamentals/🙏 Thanks for Watching!------ ----- ----- ----- -----DisclaimersFixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
29 Aug 2025TRANSCRIPT
The System Behind Creating Generational Wealth
On this episode with guest Saran Baker, we unveil the secret behind what the wealthiest families in the world have used to create MASSIVE generational affluence.Unblocking Your Path to Wealth with Saran Baker: https://www.youtube.com/@saranbaker----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo----------------------------------Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKSRobert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFylMichael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us:LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/TikTok - https://www.tiktok.com/@annuityfundamentalsInstagram - https://www.instagram.com/annuity_fundamentals/?hl=enFacebook Page - https://www.facebook.com/annuityfundamentals/🙏 Thanks for Watching!------ ----- ----- ----- -----DisclaimersFixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
22 Aug 2025
How to Start Running Workshops
On this episode, we review the simple steps to skyrocketing your business through something called: Workshop Marketing----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo----------------------------------Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKSRobert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFylMichael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us:LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/TikTok - https://www.tiktok.com/@annuityfundamentalsInstagram - https://www.instagram.com/annuity_fundamentals/?hl=enFacebook Page - https://www.facebook.com/annuityfundamentals/🙏 Thanks for Watching!------ ----- ----- ----- -----DisclaimersFixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
Inside a recent episode
How the Fundamentals Changed My Business
Published 5 Sept 2025 · Transcript excerpt
[…] We have you identify what are your sales stitch process. And if you don't have one, let's figure out what there is and then you kind of write it out. Um, and the thing about is that most agents do have a script that they use and a lot of them and it's, they may not have had it handed to them and said, okay, memorize this, but it's, okay, I have over the time I found out these are the things I say in this order. And if you do up, you know, repeatedly that becomes a script, whether you want to admit it or not, that's what it is. And so we're trying to help agents go through and do that. So now, one of the things here about this is that we've given you some other tools. […]
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