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Retirement Videos on YouTube

Fixed Indexed Annuity: Volatility Control Index and how it can help you get 100% Participation Rates

Troy Sharpe:  In this video, I’m going to show you how one of the more innovative concepts in the life insurance industry can allow you to have participation rates over 100% plus  no cap whatsoever on your potential growth, along with usually no annual fees and no spread for a…

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Fixed Index Annuity: How To Get The Most Possible Guaranteed Lifetime Income

Troy Sharpe: How do you get the most guaranteed lifetime income when building a retirement plan that allows you to maintain your standard of living and quality of life throughout retirement? [music] Hi, I’m Troy Sharpe, CEO of Oak Harvest Financial Group, CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and host of…

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Fixed Indexed Annuities: What is a Participation Rate, Cap, Spread and Reset Period

Troy Sharpe:  In 2019, retirees and pre-retirees invested over $73.5 billion with a B into fixed indexed annuities.  If you’re over the age of 50, at some point you’re going to be approached with this tool to be added to your portfolio by someone most likely. I want to make…

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