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“Fun With Annuities” The Annuity Man Podcast

Aug 17, 2021

In this episode, The Annuity Man and John Olsen discuss: 

  • The suitability approach and consumer trust 
  • How the annuity industry can be better 
  • Approaching people who hate annuities 
  • Risk management and risk transfer 


Key Takeaways: 

  • There is a considerable certainty that companies out there are determined to give the right product to their clients. 
  • If you’re looking for a solution for your client, the agent should be able to show 3-10 companies that could get the client what they want and need. 
  • Improving your knowledge of annuities as an agent is simple: read the contract. Don’t rely on the marketing material, read the hard words. 
  • Here’s what you can do with risks: you either assume it, remove it, reduce it, or transfer it. Annuity allows you to transfer risks. 


"These are investments to a degree, but most annuities are risk management tools. There are a few things you can do with risks: assume it, remove it, reduce it, or transfer it… Transfer the risk, that’s what annuities do. Fixed annuities are all about guarantees." —  John Olsen


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