Jun 28, 2023
In this episode, The Annuity Man discussed:
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Lengthening your healthspan
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Taking care of both your healthspan and lifespan
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Committing to focus on what matters
Key Takeaways:
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Go after your bucket list items before you can’t function anymore; life is all about healthspan. Your healthspan is the period of...
Jun 21, 2023
In this episode, The Annuity Man discussed:
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Avoiding too-good-to-be-true products
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What are backtested numbers?
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Choosing contractual guarantees
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How the annuity industry can fix the problem
Key Takeaways:
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Be wary of agents that sell misleading, too-good-to-be-true products. Don’t buy a product...
Jun 20, 2023
In this episode, Stan The Annuity Man discussed:
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Lifetime income with SPIAs
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DIAs are SPIAs that you defer
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What counts as qualified money in QLACs?
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What an Income Rider is and what it isn’t
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Index Annuities are the annuity industry’s version of a CD
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Variable Annuities, charitable gift annuities, and...
Jun 14, 2023
In this episode, The Annuity Man discussed:
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How do life insurance companies price annuities?
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Nobody knows where interest rates are going
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Annuities are commodity products
Key Takeaways:
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MYGAs, the annuity industry’s version of a CD, has become very popular because the guarantees contractually are very...
Jun 7, 2023
In this episode, The Annuity Man discussed:
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The right product for the right situation
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What is lifetime income?
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Income from interest
Key Takeaways:
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An agent selling an annuity product as a one-size-fits-all product is like a doctor prescribing one medication for everyone. There is a right product for the...