Experts in the News

Dan Weinbaum
July 10, 2018 - 2:41 pm
When you move money into a fixed index annuity there are no fees to have your money professionally managed. Insurance carriers who offer these fixed index annuities pay professional money management companies to come in and do what they do best. Grow your money. The payment doesn’t come from your...
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Dan Weinbaum
July 10, 2018 - 1:56 pm
With bonds and bank CDs paying so little interest, Americans in or nearing retirement who need to grow their money safely and generate predictable income are looking for new ideas. “People who have worked a lifetime to accumulate money have run out of time to lose it. They can’t go backwards...
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Dan Weinbaum
July 10, 2018 - 12:54 pm
Bob Lindquist, the founder of Safe Retirement Strategies, says there is a “massive gap” between the income people expect to have during retirement and what they will actually have and be able to spend. Rising health care costs and longer life spans eat up more annual retirement income than is...
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Dan Weinbaum
July 10, 2018 - 12:32 pm
According to the U.S. Department of Health and Human Services, more than half of US adults age 65 or older are projected to need long term care in an assisted-living facility at some point in their lives. But just 11% of Americans in this age group own long-term care insurance policies. Actually,...
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Dan Weinbaum
July 10, 2018 - 12:11 pm
Fixed index annuities have always tracked the growth of major stock market indexes like the S&P 500, Nasdaq and the NYSE but the insurance companies used to restrict growth by capping returns at 2 or 3 percent of what the market delivered. During his interview with KMBZ's Dan Weinbaum on the...
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Dan Weinbaum
July 10, 2018 - 11:52 am
Most people cringe when they hear the word annuity. Bob Lindquist, founder of Safe Retirement Strategies, went in studio with KMBZ's Dan Weinbaum to set the record straight. Some of that misconception stems from confusion between fixed index annuities and variable annuities which are radically...
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