Nov 30, 2021
In this episode, The Annuity Man and Bob Carlson discuss:
- Current taxation and retirement climate
- Changes in Roth IRA rules
- Strategies you can use to get around IRA changes
- Donor-advised funds and some investment strategies
Key Takeaways:
- A lot of proposals are being thrown around, but the votes even out enough...
Nov 23, 2021
In this episode, The Annuity Man and Leah Brandt discuss:
- Seeing things from the client’s perspective
- When annuities are bought
- Making annuities easier to understand
- Never doing things in moderation
Key Takeaways:
- If you want to provide excellent service, always ask yourself what you would want if you were the...
Nov 16, 2021
In this episode, The Annuity Man and Jack Lenenberg discuss:
- The truth about long-term care
- Transferring annuity to annuity with an IRS 1035 exchange
- Traditional versus annuity with long-term care
- The full customizability of long-term care
Key Takeaways:
- Long-term care plans are flexible, benefits are guaranteed...
Nov 9, 2021
In this episode, The Annuity Man and Terry Savage discuss:
- Is inflation going to be transitory?
- Getting ready for a collapse
- The Great Resignation
- Technology’s effect on markets
Key Takeaways:
- We have a lot of components of permanent inflation being injected into the economy along with the shortages of...
Nov 2, 2021
In this episode, The Annuity Man and Tom Hegna discuss:
- Mortality credits: the secret sauce of annuities
- Trends in life expectancy
- Predicting the economy and preparing for market downs
- Making healthy choices for a happy retirement
Key Takeaways:
- The mortality credits are probably the highest that we’re going to...