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“Fun With Annuities” The Annuity Man Podcast

Oct 26, 2022

In this episode, The Annuity Man discussed: 

  • Dating your annuity company 
  • Marrying your company for lifetime income
  • What do you want your money to do contractually? 
  • Dating MYGAs to peel of interest 


Key Takeaways: 

  • Dating a company means that we’re only going to be there for a specific duration. With multi-year guarantee annuities and fixed-rate annuities, you give the annuity company your money for a specific period of time,
  • If you’re signing up for a lifetime income product with an annuity company, you’ll be there for life, so you have to make sure they can back up the contractual guarantees they claim. 
  • If you’re marrying the annuity, get lifetime income products where the annuity company will pay you a guaranteed amount as long as you’re breathing. 
  • If you have enough money to peel off the interest and never touch the principal, then you can date the MYGAs and ladder them into a two-three-four year ladder or three-five-seven year ladder. 


"We’re either marrying or dating the annuity, and it depends on the type. With the lifetime income products, we're marrying them. With short-term, multi-year guarantee annuities, we're dating them." —  Stan The Annuity Man.


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