Feb 16, 2021
In this episode, The Annuity Man
- What is meant when we talk about annuity
- The three primary lifetime income products in
the annuity world.
- Falling in love with the contractual number, no
- Understanding what you’re trying to solve for
and how rates apply to your specific situation.
- In the annuity world, “rates” does not always
mean interest rates. Rates can also mean life
- Interest rates play a secondary role - life
expectancy drives the train with all lifetime
- People have been waiting for rates to go up,
but there is no guarantee on rates going up. They could still go
down. Nobody knows what is going to happen with the
- Rates can mean a couple of things in the
annuity world. If you’re looking for an annuity, you need to know
what you’re trying to do with the annuity before you know what rate
you are talking about.
"With lifetime income, you can customize the
payments to work exactly like you want them to work."
— Stan The Annuity Man
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