Why I Recommend MYGA Laddering for Every Client Over 55
Senior Advisor Brett Blake explains why he recommends MYGA laddering over single-product purchases for most clients, with a real-world example showing the liquidity and rate benefits.
Real-world annuity advice from licensed advisors who work with clients every day. Case studies, strategy guides, and honest commentary — no sales pitches.
Senior Advisor Brett Blake explains why he recommends MYGA laddering over single-product purchases for most clients, with a real-world example showing the liquidity and rate benefits.
A real case study of a 1035 exchange from a high-fee variable annuity to a MYGA. The client was paying 2.8% in annual fees with no active riders. Here are the actual numbers.