Retirement Alpha uses math and science to show WHY an annuity is so vital to a retirement portfolio. In the 1960s, Dr. Menahem Yaari proved that only a lifetime income annuity could optimize income over the indefinite period of a person's life. Economists worldwide, including Nobel prize recipients (like Dr. Robert C. Merton), are unanimous on the importance of annuities in a retirement portfolio.
Guaranteed lifetime income also increases happiness in retirement, and research now shows that people who have guaranteed lifetime income tend to live longer as well. The only discussion is on what type of annuity you should buy and when to buy one--questions which this course will help clarify.
Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this by using little-known tax and investment strategies many other advisors overlook.
As the Prosperity Guy founder, Dave now spends his time educating thousands of professional advisors on how they can get themselves and their clients to the zero percent tax bracket and transform their retirement.
Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been a top-rated industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist,
Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories.
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