Jan 26, 2021
In this episode, The Annuity Man discusses:
- What an income rider is (and it isn’t an annuity).
- The income rider versus the accumulated value side of the calculation table.
- The flexible nature of income riders.
- Taking the annuity payments when you need the income and transferring the risk.
Key Takeaways:
- An...
Jan 19, 2021
In this episode, The Annuity Man discusses:
- The simplistic nature of MYGAs.
- The end of term flexibility of a MYGA.
- Why you can’t broad brush all annuities.
- It is your money, you get to make the decisions.
Key Takeaways:
- The commission is already built into annuity contracts, they can vary depending on the...
Jan 12, 2021
In this episode, The Annuity Man discusses:
- The best thing to do if you have inherited an annuity.
- Understanding the type of policy that you are inheriting.
- Spousal and non-spousal choices of an inherited annuity.
- Understanding the goals and the contractual guarantees of the annuity you have and what you want it...
Jan 5, 2021
In this episode, The Annuity Man discusses:
- Understanding the claims payability of the company that is offering the pension payment.
- Knowing what you want the money to contractually do.
- Owning an annuity for what it will do not what it might do.
- Telling what you want, not being told what you should do.
Key...