Preview Mode Links will not work in preview mode

“Fun With Annuities” The Annuity Man Podcast

Apr 26, 2023

In this episode, The Annuity Man discusses: 

  • Not everyone needs an annuity

  • MYGA to SPIA 

  • Who should get a deferred income annuity? 

  • The highest contractual guaranteed income rider

 

Key Takeaways: 

  • Many of you out there don’t need an annuity right now, but when you need income, buy an immediate annuity by...


Apr 25, 2023

In this episode, The Annuity Man and Terry Savage discuss: 

  • Responding to current financial issues 

  • The bulls, the bears, and the chickens 

  • Should you wait before taking social security? 

  • The biggest legacy you can leave 

 

Key Takeaways: 

  • Don’t panic at every scary event that you hear from the news....


Apr 19, 2023

In this episode, The Annuity Man discussed: 

  • Will there be a “run” on an annuity company? 

  • How annuity companies manage bonds 

  • There’s no run on lifetime income

 

Key Takeaways: 

  • Annuity companies are not smarter or better than banks; they are just more regulated. They also put things in place so there...


Apr 12, 2023

In this episode, The Annuity Man discussed: 

  • What does it mean to live off the interest? 

  • Living off guaranteed interest 

  • When interest rates go down 

  • If you can’t live off of the interest

 

Key Takeaways: 

  • At the time of this taping, some money markets are 4, some CDs at five, and some MYGAs at five and...


Apr 11, 2023

In this episode, The Annuity Man discussed: 

  • The state of the annuity industry 

  • Changes that are needed in the annuity industry 

  • Things that the annuity industry needs to get rid of

  • Live your life and stop worrying so much 

 

Key Takeaways: 

  • The annuity industry is thriving. Companies show that they are...