Jun 15, 2021
In this episode, The Annuity Man and John Lenz
- Spendthrift planning.
- Customizing the annuity contracts to achieve
the specific goals you have in mind.
- Medicaid planning using
- Nonqualified stretch plans.
- There is nothing magical about the ability to
manage money. It can be difficult regardless of the age of the
- Working with an elder care attorney or an
estate planning attorney can often help when deciding how to best
provide for your beneficiaries.
- There are many different types of annuities
that you can choose from. If you work with the correct agent, there
is a lot of flexibility for your specific
- Make sure the agent you’re working with
understands the business.
"Annuities provide an excellent layer of income
protection. And if insurance companies stick to their knitting and
remember what they're best at, it'll be a healthy environment for
them." — John Lenz
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