Oct 30, 2024
In this episode, The Annuity Man discussed:
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Focusing on contractual guarantees
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What annuities solve for
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Common annuity pitch traps
Key Takeaways:
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Avoid non-guaranteed hypotheticals and focus on contractual guarantees when considering annuities.
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Buy annuities for specific needs like principal...
Oct 23, 2024
In this episode, The Annuity Man discussed:
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Transferring risk through annuities
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The annuity PILL
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Annuities are for guarantees and not growth
Key Takeaways:
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Fixed Annuities provide lifetime income by transferring longevity risk to insurance companies. They offer over 40 different structures, such as...
Oct 22, 2024
In this episode, The Annuity Man and Jack Lenenberg discuss:
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Annuities and long-term care
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The three primary types of long-term care coverage
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Tailored long-term care
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Planning for the future
Key Takeaways:
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Annuities provide principal protection, lifetime income, legacy planning, and long-term...
Oct 16, 2024
In this episode, The Annuity Man discussed:
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Annuity marketing gimmicks
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The complexity of Indexed Annuities
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What annuities are for
Key Takeaways:
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Bonuses for annuities are marketing gimmicks and provide no real value. Contractual guarantees are the most important aspect of annuities.
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Indexed annuities...
Oct 9, 2024
In this episode, The Annuity Man discussed:
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How to use Indexed Annuities efficiently
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The two sides of an indexed annuity
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Focusing on what annuities really do
Key Takeaways:
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Indexed Annuities can be used as an efficient delivery system for Income Riders, which provides guaranteed lifetime income.
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There...