It might just be the right time to sell your positions in the market and move to Indexed Annuities and Life Insurance. I came across this article last week and […]


Let me just be a jerk for a minute (as if that’s unusual 🙂 ) Please send me the list of Annuity companies that have gone out of business in […]


Oh those Joker Brokers, they’ll just say anything to steer you away from safety won’t they? Deep breath Charlie, go to your happy place, relaaaaaaaaax….. Ok I think I’m ok […]


This is true.. “Choosing a bad Annuity, with a crediting strategy that limits your upside potential, will cause you to earn a low rate of return” Easy Fix: Don’t work […]


Last we we started talking about Myth #1: Annuities Have High Fees, this week we’re going into Myth #2: Annuities will tie up your Money and Limit your Access. If I […]


Episode 057: Why Other Americans Lost 14 Trillion Dollars and My Clients Didn’t Episode 057 is my plea to you to see clearly the fact that insurance companies played no […]


Episode 056: Why “What Charlie Teaches” Sounds too Good to be True This was supposed to be ten minutes long and ended up almost 30. It’s so frustrating to me […]