Rob Brinkman |
March 1, 2014 |
Annuity Basics
If you are planning to retire, or nearing retirement, then this video is for you. The S&P500 went down 37% in 2008 and it’s been up 5 years straight. Ironically (and scary), this same trend happened from 2003-2007 before having another huge meltdown. Have you ever noticed Is there risk inherent in that scenario? Even if the same cycle doesn’t appear (which it most certainly will NOT), it is inevitable that we will have another recession at some point. Everything goes in cycles, including recessions,...
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Rob Brinkman |
January 17, 2014 |
Annuity Video Blogs, Member Posts, Rob Brinkman
You have heard the old saying “Don’t put all of your eggs into one basket” before right? Well the saying holds very true for annuities as well. No matter how safe an annuity is perceived to be, and no matter how much contractually guaranteed income that the annuity can spin off for you, there is no reason that anyone should put all (or even almost all) of their money into annuities. This video goes over the history of annuity suitability and also discusses who can...
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Rob Brinkman |
January 2, 2014 |
Annuity Videos, Member Posts, Retirement Case Studies, Rob Brinkman
Joseph Heller wrote his American Classic ‘Catch-22’ in 1961 and the book title has become the catch phrase for a a paradoxical situation from which an individual cannot escape because of contradictory rules. There are Catch-22’s in the investment world, particularly when it comes to retirement income. In this video, Rob Brinkman, explores the Catch-22 as it relates to the 4% Withdrawal axiom in our current environment where the 10-Treasury is trading well below that. In a case study he demonstrates a Bucket Strategy, using...
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Rob Brinkman |
September 10, 2013 |
Annuity Videos, Fixed Annuities, Index Annuities, Member Posts, Payout Factor, Rob Brinkman
In this video, you will learn some advanced annuity concepts, the pros and cons of annuities, and why annuities are similar to apples in the fact that there is only so much juice you can squeeze from each product. Given the large amount of Index Annuities available for investors, the average consumer can quickly get overwhelmed. This educational video walks the viewer through the different variables and how they affect one another inside an annuity contract. This educational video explains (in a very detailed, yet...
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