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“Fun With Annuities” The Annuity Man Podcast

Dec 28, 2022

In this episode, The Annuity Man discussed: 

  • The free look time period
  • Shopping for the highest guarantee
  • What annuity businesses should do

 

Key Takeaways: 

  • Interest rates are moving significantly, but no one can truly know where it goes. However, annuities have a policy in place where people are given a time period...


Dec 21, 2022

In this episode, The Annuity Man discussed: 

  • Everyone goes through cognitive decline
  • Considering cognitive strategies 
  • Transferring risk through annuities
  • Why you should plan for cognitive decline

 

Key Takeaways: 

  • It doesn’t matter how sharp or healthy you are right now, everyone will go through cognitive...


Dec 20, 2022

In this episode, The Annuity Man and Steve Parrish discuss: 

  • Why we need simple retirement solutions
  • Transitioning from accumulation to decumulation 
  • How inflation affects insurance companies 
  • The benefits of delaying your social security

 

Key Takeaways: 

  • There’s a huge need to decrease the complexity surrounding...


Dec 14, 2022

In this episode, The Annuity Man discussed: 

  • Shopping for annuity products
  • Marrying the company for lifetime income 
  • Avoid “one-size-fits-all” annuity products
  • Buy annuities for the guarantees 

 

Key Takeaways: 

  • Buying annuities is like shopping for a plane ticket.  Annuities are commodity products; you shop...


Dec 7, 2022

In this episode, The Annuity Man discussed: 

  • Should you worry about inflation? 
  • Annuity companies don’t give anything for free
  • Inflation will not change your lifestyle 

 

Key Takeaways: 

  • Stop complaining about inflation when it doesn’t affect you or about increasing prices when you can afford it. 
  • Annuity...