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
Connect with Leah Brandt:
Website: https://theannuityman.com
LinkedIn: https://www.linkedin.com/in/leah-brandt-b383077/
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!