Part One:
The Four Types of Annuities
The first video in the Annuity Education series answers the question “What is an annuity?” and explains the four types of annuities to choose from.
Part Two:
Fixed Index Annuities Basics
The second video in the series reviews the basics of Fixed Index Annuities (FIAs). This type of annuity is often a better fit for Summit Wealth Strategies clients, as we utilize it to create strategies within a balanced retirement income plan.
Part Three:
Principal Protection
The third video in this series covers how Fixed Index Annuities (FIAs) protect your principal and how insurance companies can provide these solutions.
Part Four:
Understanding Crediting Methods
The fourth video in this series explains the basics of crediting methods. A crediting method dictates how earnings are calculated and applied. This video covers the pros and cons of different crediting strategy options.
Part Five:
Accumulation
In the fifth video in this series, Melissa explains the basics of accumulation focused Fixed Index Annuities (FIAs). These annuities are designed for wealth accumulation and to create flexible income options.
Part Six:
Growth Guarantees
In the sixth video of the series, Dan explains Fixed Index Annuities (FIAs) that provide growth guarantee options. These guaranteed income riders are an optional feature that can add value to an annuity contract.
Part Seven:
Optimizing Retirement Income with Annuities
In the seventh and final video of the series, Dan shares a strategy that utilizes annuities alongside a stock market investment portfolio to help generate long-term retirement income, even when there is increased market volatility.
Dan Blair has over 21 years of experience as a financial advisor. He is an independent investment advisor with Summit Wealth Strategies. Dan helps affluent individuals and business owners secure and protect their wealth. Dan has always had a strong faith in God. He believes that God instructs all of us to be good stewards of our money and he has committed himself to achieving the success that God has planned for their financial lives. Dan is passionate about giving back and helping others. He earned his Eagle Scout at the age of 15, the youngest to earn this honor in the state of Connecticut and started an educational youth fishing clinic that became a state-sponsored pilot program.
Melissa is a Colorado native who has spent the last 10 years in the Denver metropolitan area. She spent most of her career in the human resources profession, where she excelled and developed her leadership and organizational skills. She joined Summit Wealth Strategies, five years ago, as Director of Operations and Human Resources. Melissa’s extensive human resources background has been essential in her ability to successfully manage customer relations and ensure quality productivity as well as enhancing operational procedures. Melissa’s work ethic and commitment to her work are unmatched and are an asset to the clients and Summit Wealth Strategies.