In this video, I'm including another case study where I introduce you to Sam, a single guy with a simple retirement dream: move to the country and never be a burden to his kids. But his current plan—heavy on fixed investments and light on guarantees—left him wide open to running out of money.

I show how the Atlas Annuity Strategy helped Sam lock in guaranteed lifetime income, take smarter risks with his portfolio, and gain over 110% more spendable income from the same dollars he already had.

Here's what I cover:

• Why Sam’s conservative plan would still run out of money—even in a best-case scenario
• How a fixed indexed annuity gave Sam income for life without market risk
• What the “fragile decade” is and why it’s so critical to plan properly during it
• How annuities unlock the ability to invest more confidently in the market
• Why worst-case scenarios still beat the best-case outcomes of traditional plans
• What kind of returns you’d actually need to match annuity payouts—and why that’s not realistic
• How this strategy increased Sam’s peace of mind, income reliability, and future flexibility

Ready To Continue? Watch Any Other Video In The Series