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Leave Behind Toolkit

History of Annuities & Articles – Full Color

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History of Annuities – Grayscale

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MOVING TO A NEW COMPANY & WHAT TO EXPECT

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2021 Social Security and Medicare Guide

A helpful guide outlining Social Security and Medicare benefits and taxes by Allianz.

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Safety of Life Insurance Companies excerpt

Excerpt from Feb. 2009 article by MSN Money.

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Annuities Can Be A Great Way to Invest Safely

Article from January 2012 by NASDAQ and RTT News.

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4 Percent Withdrawal Rate May Be Too High for Today’s Retirees

Article from October 2011 by Steve Vernon of CBS Money Watch.

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Long-Term Care Snapshot

A great visual with information on LTC provided by longtermcare.gov

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RMD Schedule

Required minimum IRA distribution listed out line by line, age 70 – 115.

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What Your Ex Will Say

What your ex-broker, ex-financial planner, ex-money manager will say when you (the client) break up with them. A collection of quotes that the client may hear when they decide to move their money from volatility to safety and security.

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2021 Tax Guide

Current tax summary provided by Allianz Life Insurance Co.

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How Safe Is Your Insurance Company?

Article from October 2008 by Sean Scully of Time Business.

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Safety Of Life Insurance Companies

Excerpt from February 2009 article on MSN.

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Retirees Need Less Stocks, More Annuities

Article from July 2011 by Robert Powell of MarketWatch.

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Retirees Should Have More Annuities, Fewer Stocks

Article from July 2011 by Robert Powell of Smart Money.

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Tony Robbins and Suze Orman

Excerpts from 2016, Tony Robbins’ Money Master the Game and Suze Orman’s The Road to Wealth.

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What Is A Safety-First Retirement Plan?

Article from April 2016 by Wade Pfau, professor at The American College.

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Retirement Planning Course Corrections To Consider

Article from March 2017 by Steve Vernon of MoneyWatch.

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