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“Fun With Annuities” The Annuity Man Podcast

Oct 15, 2019

In this episode, The Annuity Man discusses: 

  • How interest rates affect each annuity type 
  • How life expectancy and interest rates work with each income annuity type 
  • What is the interest rate benchmark that the annuity industry follows 
  • What specific strategies to use instead of trying to “time” interest rates 


Key Takeaways: 

  • With lifetime income guaranteed strategies, life expectancy is the primary pricing mechanism 
  • Interest rates play a secondary pricing role with lifetime income guaranteed strategies 
  • The US 10 Year Treasury Note is the “bogey” for the annuity industry 
  • No one on the planet can predict interest rate movement 


"Trying to time interest rates with annuities is like trying to nail Jell-O to a wall." —  The Annuity Man 


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YouTube: Stan The Annuity Man 

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