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“Fun With Annuities” The Annuity Man Podcast

Feb 23, 2021

In this episode, The Annuity Man discusses: 

  • Understanding how a fixed index annuity works, rather than how it is pitched. 
  • The dangers in backtested numbers (and why they should be illegal in all 50 states).
  • Stripping away the complication of the fixed index annuity. 
  • Shopping around for your annuity and asking for a...


Feb 16, 2021

In this episode, The Annuity Man discusses: 

  • What is meant when we talk about annuity rates. 
  • The three primary lifetime income products in the annuity world.
  • Falling in love with the contractual number, no the carrier. 
  • Understanding what you’re trying to solve for and how rates apply to your specific...


Feb 9, 2021

In this episode, The Annuity Man discusses: 

  • What an index annuity is. 
  • Buying the contractual reality, not the dream. 
  • Why renewal rates are the key to index annuities. 
  • The importance of understanding what the renewal rates are and why they matter.

 

Key Takeaways: 

  • If you’re looking for an index annuity...


Feb 2, 2021

In this episode, The Annuity Man discusses: 

  • What a MYGA (Multi-year Guaranteed Annuity) is. 
  • The negatives to a MYGA. 
  • The length of time on a MYGA term. 
  • The hidden secrets of a MYGA.

 

Key Takeaways: 

  • Multi-year guarantee annuities and fixed indexed annuities are both CD products.
  • Interest rates do not have to go...