Hans Goldstein: Life Insurance & Annuity Reviews

Hans Goldstein, the death and taxes guy. Plain-English life insurance and annuity reviews, with the tax math most agents skip.

Topics:
MYGA and fixed annuity reviews by carrier, with dated rate sheets.
Annuity taxes and rules: non-qualified annuity tax, inherited annuities, surrender charges, MVAs, QLACs, 1035 exchanges.
IUL, term and GUL: what the illustration leaves out.
ILITs and estate planning with life insurance.
Long-term care and hybrid policies.
Free policy reviews: an independent second look at your current policy or annuity.

Each video is narrated from a written review on hansgoldstein.com and checked against it.

Reviews and guides: https://hansgoldstein.com/
Free review: https://hansgoldstein.com/annuity-reviews/annuity-second-opinion/

Hans Goldstein, licensed insurance producer, NPN 20602398 · Goldstein & Co. LLC dba Goldstein Insurance Services. Education, not tax, legal or personal advice. Paid by the insurer when a policy is placed.