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Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast -Should an Annuity be Part of a Retirement Portfolio?

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Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy

During the interview, Mac discusses how most Americans already own an annuity. When we pay into Social Security over our working lives, we receive a lifetime benefit. That is an annuity. An annuity is not an investment product but is a commodity product that is a contract between the insured and the insurance carrier that provides safe, tax-deferred growth of a retirement nest egg. Annuities are designed to compete with bank certificates of deposit.  Fixed annuities are considered low-risk and can provide guaranteed income. There are many types of annuities with various features & benefits. These annuities include fixed, variable, immediate, deferred & hybrid or index. Benefits can include long-term care and income riders. A fixed annuity contract includes principal protection, a lifetime income stream if chosen, and is an excellent device to leave a legacy. If these considerations are not a concern of yours, then you probably do not need an annuity. The insurance company does not keep the money if the annuitant dies. The remaining balance of the proceeds goes to the named beneficiaries.

Hanna explained that “I am very excited to be bringing this education to people preparing for their retirement since this is such a vital piece of their strategy. I pride myself in being able to develop long-term relationships with my clients, and I have had some for over 30 years!”

Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network.

https://businessinnovatorsradio.com/interview-with-carey-mac-hanna-should-an-annuity-be-part-of-a-retirement-portfolio/

He continues, “The concept of annuities goes back to the Roman empire when retiring soldiers were given a lifetime pension and lived in communities throughout the empire. It is a contract, not an investment, so you must select an annuity based on the company’s strength, and the benefits of the contract that meet your goals and objectives. It is strongly suggested that you consult with a financial professional to help understand the various types of annuities before you purchase.”

About Mac Hanna

Mac is experienced with over a combined 45 years in banking and insurance. He was with New England Securities, Multi-Financial Securities, and Cetera Advisors for 25 of those years as a broker and an investment advisor representative.

Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy, where he earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has a master’s degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor, and served as president of Delta Sigma Pi, a professional business administration fraternity.

Professionally, not only was he formerly a National Board Certified Teacher in social studies but he holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in King of Prussia, PA. He is a Fellow of the Life Underwriter Training Council and moderated courses for life and disability insurance agents.

Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. He was recognized in 1958 as one of 12 outstanding Explorer Scouts nationwide to present to President Dwight D. Eisenhower an annual Report to the Nation of activities of the Boy Scouts of America. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, Sunday School teacher,  basketball coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.

Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Eagle Scout candidates and adult leaders in the Georgia-Carolina Council; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman, PTO president at two elementary schools, coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.

Mac credits his deceased wife, Anna Estelle, with their following the path of servanthood. She taught him much, and he actively participated with her in reaching out to others especially in the Soup Kitchen at St. Thaddeus, hosting celebrations, funeral receptions and taking meals to shut-ins. They were blessed with four children, two are disabled and all of whom live in Aiken. Jim, the eldest, is a Wofford grad, a football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. The two of them own AHH Sunshine, a screen print, embroidery, and promotional products company. They have one daughter, Tatum, a student at USC-Columbia. Anna Estelle and Mac’s youngest son, David, is a Magna Cum Laud graduate of USC-Aiken and has a master’s degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, a talented art teacher at Aiken High. David and Tara are the parents of Cody and Zoe.

Call Mac today to schedule a time to tamp down your gorilla in the room. That beast might be higher tax brackets, Required Minimum Distributions, increasing inflation, a volatile stock market, getting out of debt and especially if your concern is about retirement planning, college planning, when your retirement plan will run out of money, life insurance, annuities, and long-term care.

Learn More:

https://www.machanna.net/

E-mail: [email protected]

Phone (803) 270-9248

Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama, and Virginia.

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 1-888-467-6374
Country: United States
Website: https://www.AuthorityPositioningCoach.com

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LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

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LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

Published on January 19, 2022


During the interview, LM “Stamp” Stamper discusses the extraordinary value proposition he provides women over 50 to help them properly plan for retirement.

Stamp says, ” We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of strategies and services, designed to help you address your financial needs and concerns.”

Listen to the interview on the Business Innovators Radio Network   

https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women/

Stamp continued, ” Our firm specializes in helping individuals develop sound retirement strategies. Our goal is to help you take the mystery out of investing, insurance, estate conservation, and preserving wealth so you can focus on what matters most to you.”

They accomplish this by addressing financial needs, including:

  • Income planning so you don’t run out of money
  • Organization of your complete financial picture in one easy-to-find area
  • Addressing market volatility within your investments
  • Creating tax-conscience plans
  • Helping find ways to pay for life insurance, long-term care, and healthcare expenses
  • Establishing an advisor relationship for the surviving spouse
  • Providing solutions to efficiently pass down assets to heirs

With their personalized, hands-on service, their clients are guided toward building their ideal financial futures.

 


About
LM Stamper

LM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances.

Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial Services. Stamp has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp oversees a successful team of financial advisors at his Fort Worth office, mentoring and assisting with client interaction and plan development. He is also The Living Balance Sheet® go-to person and trainer for his office. Using a powerful model that begins with education first, Stamp helps his clients move toward a position of financial independence in their lives. His value to the public lies in his desire to educate his clients first and to help provide them with the appropriate financial tools they need to achieve proper financial balance.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles, to Lubbock, to Austin, to Germany.

He’s thankful to have seen what the world has to offer and now proudly makes Texas his home with his beautiful wife and daughter.

In his spare time, Stamp can be found painting, enjoying good movies, cooking, listening to music, watching sports and mentoring his Little Brother via the Big Brothers Big Sisters program. Still, his favorite activity outside of the office is fantasy football I. He’s the commissioner of his league with good friends of over 25 years, and he says it never seems to get old.

Learn More: https://www.LMStamper.com/ 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. Evermore Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-stewardship-paradigm/

Their Methodology – The Stewardship Paradigm™  The ethic to make, keep, and grow money and is based on time-tested and proven principles:

Principle #1 – Commit To Better Results…

Principle #2 – Increase Your Financial IQ

Principle #3 – Apply Principle-Based Behavior

Principle #4 – Control Your Financial Environment

Principle #5 – Make Money With Money

Principle #6 – Never Lose Money

Principle #7 – Earn Uninterrupted Compound Interest

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to plan and manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time helping 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

Learn More: https://www.donumvita.com/

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

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Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company/

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time and to help 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

More than just accumulating wealth, he feels that the initial meeting is an opportunity to discover where there are holes in the financial bucket to fill. This will reduce expenses and reallocate funds to increase cash flow to create wealth. The abundant mindset is an essential aspect of understanding how to close the wealth gap–from where you are–and where you want to be; to thrive in an environment of wealth and create a legacy.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

Learn More: https://www.donumvita.com/

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