Advisor Insights

Expert analysis, case studies, and guidance from our licensed annuity advisors.

Brett Blake, CLU, ChFC Feb 9, 2026 6 min read

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.

MYGAladderingannuity strategyretirementfixed rates
Brett Blake, CLU, ChFC Jan 14, 2026 5 min read

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.

variable annuityMYGA1035 exchangefee reductioncase study
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