Advisor Insights

Real-world annuity advice from licensed advisors who work with clients every day. Case studies, strategy guides, and honest commentary — no sales pitches.

Brett Blake, CLU, ChFC • Senior Advisor • February 10, 2026

Why I Recommend MYGA Laddering for Every Client Over 55

Senior Advisor Brett Blake explains why he recommends MYGA laddering over single-product purchases for most clients, with a real-world example showing the liquidity and rate benefits.

Brett Blake, CLU, ChFC • Senior Advisor • January 15, 2026

Case Study: Saving $47,000 by Moving from a Variable Annuity to a MYGA

A real case study of a 1035 exchange from a high-fee variable annuity to a MYGA. The client was paying 2.8% in annual fees with no active riders. Here are the actual numbers.

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