Aug 31, 2021
In this episode, The Annuity Man and Owen Schrum discuss:
- The Retirement Crisis
- The Free Paradigm
- Unteaching things that people thought wrong
- Growth and guarantees - the truth about Structured Investments
Key Takeaways:
- The retirement crisis cannot be solved by Social Security, you have to be the one to save...
Aug 24, 2021
In this episode, The Annuity Man and Jeff Miller discuss:
- Life expectancy and income level demographics
- Until what age should you wait?
- Figuring out your life expectancy
- Inflation, where is it going and how will it affect social security
Key Takeaways:
- With any type of lifetime income-stream annuity, it’s...
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...
Aug 10, 2021
In this episode, The Annuity Man and FIA-X discuss:
- Upfront bonuses on annuity and other bonuses to be wary of
- Looking for contractual guarantees in annuity contracts
- Uncapped products and other “modifiers”
- Monthly sum - what they’re actually saying
Key Takeaways:
- Buying an annuity for the upfront bonuses...
Aug 3, 2021
In this episode, The Annuity Man and Tom Hegna discuss:
- Saying no to DIY retirement
- What the right age for retirement is
- How annuity addresses inflation
- Securing guaranteed lifetime income with annuities
Key Takeaways:
- Retirement is not a DIY project, do it with a professional.
- The age for retirement would...