How the Fundamentals Changed My Business
Fri Sep 05 2025
On this episode with guest Tyson Louie, we review the systems that change agents' ability to cross-sell solutions and better serve their clients.----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo----------------------------------Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKSRobert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFylMichael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us:LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/TikTok - https://www.tiktok.com/@annuityfundamentalsInstagram - https://www.instagram.com/annuity_fundamentals/?hl=enFacebook Page - https://www.facebook.com/annuityfundamentals/🙏 Thanks for Watching!------ ----- ----- ----- -----DisclaimersFixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
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On this episode with guest Tyson Louie, we review the systems that change agents' ability to cross-sell solutions and better serve their clients.----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo----------------------------------Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health insurance agents how to sell Annuity products. Not sure how to get started with you or your agency's transition into Annuities? Visit AnnuityFundamentals.com and book an Exploratory Call for more information. RECOMMENDED BOOKSRobert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFylMichael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr🔔 Subscribe & Turn on Notifications: Watch out for more and get notified with new content releases!👍 Like, Share & Comment: We love your questions, feedback, and practices. Go ahead and share in the comments below. 📌 Connect with Us:LinkedIn - https://www.linkedin.com/company/annuity-fundamentals/TikTok - https://www.tiktok.com/@annuityfundamentalsInstagram - https://www.instagram.com/annuity_fundamentals/?hl=enFacebook Page - https://www.facebook.com/annuityfundamentals/🙏 Thanks for Watching!------ ----- ----- ----- -----DisclaimersFixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.