Aug 30, 2023
In this episode, The Annuity Man discussed:
-
An advisor who’s an annuity hypocrite
-
Annuities you might already own.
-
“All annuities are ____”
Key Takeaways:
-
An advisor who says, “never buy an annuity” or “all annuities are ___” is an advisor that has lost all credibility. Don’t trust a...
Aug 29, 2023
In this episode, The Annuity Man discussed:
-
The Annuity PILL
-
Do you need an annuity?
-
Is your money safe?
-
Overcoming FOMO
Key Takeaways:
-
You own an annuity for what it will do, NOT what it might do. Remember the PILL acronym: principal protection, income for life, legacy, and long-term care.
-
It's...
Aug 23, 2023
In this episode, The Annuity Man discussed:
-
What a MYGA isn’t and what it is
-
What is a call feature?
-
Locking in interest in MYGAs
Key Takeaways:
-
A MYGA is the annuity industry’s version of a CD. It’s a Multi-Year Guaranteed Annuity. It’s not an income annuity, and it’s not annualization. It’s...
Aug 16, 2023
In this episode, The Annuity Man discussed:
-
Annuities that increase with inflation
-
The role of interest rates on pricing
-
For products that adjust for inflation
-
Reverse-engineering your income floor
Key Takeaways:
-
Annuities don’t give things away for free. A product that magically increases with...
Aug 15, 2023
In this episode, The Annuity Man and Kerry Pechter discuss:
-
Recommended readings for retirees
-
The many types and applications of annuity products
-
Pulling back the curtain on annuity systems
-
Two products that Kerry likes
Key Takeaways:
-
If you buy an annuity book, start with “Annuities For Dummies”...