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, Shawn 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, Shawn 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, Shawn 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.
Shawn has 40 years of experience in the financial services industry. His work ethic and dedication have earned him several senior leadership positions with some of the largest financial companies in America, including a position as General Agent and Securities Principal in Colorado. In January 2014, he founded Summit Wealth Strategies as an Independent financial firm, where he is a Senior Wealth Advisor. Shawn takes pride in his fiduciary commitment to his clients. He is intently genuine in listening to his clients, providing independent wealth management and tax strategies, and supporting them in realizing their financial goals.
When Shawn is not working, he enjoys giving back to his community and spending quality time with his wife, Dana, his grown boys, Matthew and Spencer, and his dogs, Zelda and Charlie. Shawn’s strong faith has instilled tolerance and acceptance of others and influenced him to be intentional in his daily actions. He is an active member of his church, including holding the position of Treasurer on the Church Council. He volunteers regularly at the Covenant Cupboard Food Pantry as well as actively supporting other charities. As a born entrepreneur, Shawn learned the principles of integrity, dependability, and professionalism that continue to define his work and dedication to his clients.