Jun 29, 2022
In this episode, The Annuity Man discussed:
- Why do agents tell stories?
- Protecting yourself from bad pitches
- Don’t listen to these stories
- The only two important questions
Key Takeaways:
- In sales, managers will often tell their people that stories sell and that they do, so you have to watch out...
Jun 28, 2022
In this episode, The Annuity Man and Martin Parlato discuss:
- The biggest problem the government created
- How to send a country into stagflation
- Cryptocurrency is worthless
- Planning in six-month projects
Key Takeaways:
- The problem is government spending and the supply chain - which the government can’t fix....
Jun 22, 2022
In this episode, The Annuity Man discussed:
- Not everyone needs to be exposed
- Bonds and market volatility
- Looking into lifetime income
- Questions to ask your advisor
Key Takeaways:
- Financial advisors tend to advise their clients to do 60% equity and 40% bond split or that they always have some exposure, but it...
Jun 21, 2022
In this episode, The Annuity Man and Sheryl Garrett discuss:
- The role of a financial planner
- How the industry should be
- Hiring the right planner
- Being aggressive with cash flow
Key Takeaways:
- Many personal, financial, economic, and psychological things are coming together all at once. The planner’s role is...
Jun 15, 2022
In this episode, The Annuity Man discussed:
- Never, ever “sign now, decide later”
- How agents give annuities a bad name
- The trouble is not worth it
- There's never a time for urgency
Key Takeaways:
- Never, ever “sign now, decide later.” If anybody pitches something that sounds too good to be true, it probably...