Indexed Annuity Secrets
A Message From Gregory
Annuity Starter Guide
Start with three free modules that build your foundation. When you are ready to go deeper, unlock the full Annuity Readiness Blueprint.
Annuity Starter Guide
The foundation — 3 modules to build your base understanding
The 3 Retirement Mistakes That Cost People Everything
The three biggest mistakes people make heading into retirement — and how to avoid all of them.
What an Indexed Annuity Actually Does — In Plain English
How your money stays protected when the market drops — and how you still participate when it goes up.
The 3 Questions You Must Ask Before You Sign Anything
The exact questions that separate people who make good decisions from people who get taken advantage of.
The Annuity Readiness Blueprint
5 advanced modules + interactive tools — unlock with the full Blueprint
The Income Gap — The Mistake That Catches Retirees Off Guard
Your income gap, the five blind spots that make it worse, and when annuities make sense to close it.
The Suitability Filter — Is an Annuity Even Right For You?
Timeline, risk tolerance, liquidity needs, income goals — a structured assessment that tells you yes, maybe, or no.
How to Compare Annuities Correctly
Income rider vs. account value. Caps, participation rates, and the real fees they don’t mention.
Red Flags, Traps & Sales Tactics — What They Hope You Never Learn
Twenty red flags, misleading language, and pressure moves. After this, nobody can take advantage of you.
The Decision Framework — Your 10-Question Readiness Checklist
A 10-question checklist, a decision tree, and a final readiness score. You’ll know exactly where you stand.
Books, Tools & Resources
Your free book is ready to download. The five interactive tools unlock with the Annuity Readiness Blueprint.
Indexed Annuity Secrets
Your free copy of the book that started it all. Read it, bookmark it, share it.
Your Income Gap Worksheet
Input your expenses and income, see the exact monthly gap you need to close before you retire.
Your Annuity Suitability Report
Answer 6 questions, find out which annuity type actually matches your situation.
Your Annuity Comparison Scorecard
Get letter grades across 5 risk categories — see where your plan is strong and where it is exposed.
Your Retirement Red Flag Test
Check your current plan against the 20 warning signs advisors look for first.
Your Retirement Risk Report Card
One number, 0–100, that tells you exactly how prepared you are and what is holding your score back.
Printable Reference Guides
Included with the Blueprint — take these to any advisor meeting
The Pre-Signature Checklist
10 questions to ask before you sign anything — plus 5 questions every advisor must answer.
The 5 Questions Every Advisor Must Answer
The five critical questions that separate trustworthy advisors from salespeople.
The Annuity Buyer's Guide
Every major annuity type explained in plain English — growth, income, LTC, and Roth strategies.
