Oct 15, 2019
In this episode, The Annuity Man discusses:
- Step by step application process to own an annuity
- Fixed annuities are regulated at the state level
- Specific time frames with the paperwork process
- Key rules and procedures that you need to be aware of
Key Takeaways:
- Your information is kept fully confidential...
Oct 15, 2019
In this episode, The Annuity Man discusses:
- Annuities can be held inside of IRAs, Roth IRAs, and Non-IRA accounts
- Legacy & contractually leveraged strategies
- Customized solutions for your specific situation
- How to use contractual guarantees with combination strategies
Key Takeaways:
- Annuities are...
Oct 15, 2019
In this episode, The Annuity Man discusses:
- How to buy the annuity steak, not the sales-pitch sizzle
- Own an annuity for what it “Will Do. Not might do.”
- Where annuities can fit properly in your portfolio
- Current sales pitch trends you need to be aware of
Key Takeaways:
- There are no perfect...
Oct 15, 2019
In this episode, The Annuity Man discusses:
- What an income floor is and why it should matter to you
- Creating an income floor for your specific situation
- Laddering and structuring strategies that contractually work
- Income Flooring is customizable to fit your specific situation
Key Takeaways:
- Two Key...
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