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“Fun With Annuities” The Annuity Man Podcast

Jan 11, 2022

In this episode, The Annuity Man discusses: 

  • How the application process has changed with changing and evolving technologies. 
  • Putting your trust and money with the carrier (and choosing your carrier wisely). 
  • Time frames on buying an annuity. 
  • Frustrations in the application and annuity process. 
  • The future of direct to consumer annuities. 


Key Takeaways: 

  • All of your information is kept secure and is only seen by the people who need to see it. 
  • Utilizing Zoom for a video call makes everything secure and easier for everyone involved in the annuity application process. 
  • With qualified funds, it must transfer from company to company with the correct forms. 
  • Insurance companies are trying to make it easier, but they tend to be slower about it. The process may take a bit longer than you think it is going to take. 


"The comment I get quite a bit is, ‘Wow, that was way easier than I thought it was going to be!’ When doing an application, there are a lot of pages to do, but you don't have to do them yourself. We're doing the pages. We're just asking you questions and you're answering them." —  Leah Brandt



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