In this episode of the Atlas Annuity Podcast, Marty Becker introduces a brand-new product in the annuity world: the EquiTrust Smart Boost Index Annuity. Developed in partnership with Genesys—the pioneer of fixed index annuities—this innovative contract brings unique features designed to give retirees more flexibility, growth potential, and security.

Marty breaks down the key details, including:

• Why EquiTrust’s financial strength ratings and solvency ratios matter.

• How the Smart Boost works differently from traditional bonuses.

• Key benefits like 7% penalty-free withdrawals, RMD-friendly design, and nursing home/terminal illness waivers.

• The 40% guaranteed boost to the death benefit and how it impacts your heirs.

• Real-world case studies showing how the product can work for retirement income, Roth conversions, and estate planning.

Whether you’re exploring annuities for the first time or comparing options for your retirement portfolio, this episode offers clear insights into how the Smart Boost Index could fit into your strategy.

Learn more and book a call with Marty at AtlasAnnuity.com

If you're facing a choice between taking a lifetime pension or a lump sum buyout, this episode is for you.

Marty Becker shares a real-life conversation with a potential client offered $2,000/month for life—or a $350,000 lump sum. Which is better? The answer might surprise you.

With firsthand experience losing his own pension, Marty breaks down:

• Why defined benefit pensions are becoming less reliable

• Real examples of massive pension plan failures

• What the PBGC actually guarantees (and what it doesn’t)

• How an income annuity can mimic (or even improve on) pension payouts

• Why a logical apples-to-apples comparison is the only way to decide

Whether you're with a corporation or union, considering your options now or in the future, this episode will give you the clarity you need to make a smart, confident decision for your retirement.

Want a custom side-by-side comparison?
Book a short Zoom call at AtlasAnnuity.com

Did you know that your will doesn’t control who gets your retirement accounts? That job belongs to your beneficiary forms—and if those aren’t right, everything else falls apart.

In this episode, Marty Becker explains why annuities have a built-in advantage when it comes to estate planning and passing your assets to loved ones. You’ll hear about three real-life court cases where families lost hundreds of thousands due to outdated forms—and how you can avoid the same fate.

You’ll learn:

• Why annuities require beneficiary designations (and how that protects you)
  
  
• What accounts to review—and how to get physical proof of your forms
  
  
• How to organize and update your financial records
  
  
• What to avoid when inheriting an IRA or retirement account
  
  

This episode is a must-listen for anyone who owns annuities, retirement accounts, or just wants to keep their estate plan airtight.