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“Fun With Annuities” The Annuity Man Podcast

Oct 15, 2019

In this episode, The Annuity Man discusses: 

  • Step by step application process to own an annuity 
  • Fixed annuities are regulated at the state level 
  • Specific time frames with the paperwork process 
  • Key rules and procedures that you need to be aware of 

  

Key Takeaways: 

  • Your information is kept fully confidential...


Oct 15, 2019

In this episode, The Annuity Man discusses: 

  • Annuities can be held inside of IRAs, Roth IRAs, and Non-IRA accounts 
  • Legacy & contractually leveraged strategies 
  • Customized solutions for your specific situation 
  • How to use contractual guarantees with combination strategies 

  

Key Takeaways: 

  • Annuities are...


Oct 15, 2019

In this episode, The Annuity Man discusses: 

  • How to buy the annuity steak, not the sales-pitch sizzle 
  • Own an annuity for what it “Will Do. Not might do.”   
  • Where annuities can fit properly in your portfolio 
  • Current sales pitch trends you need to be aware of 

  

Key Takeaways: 

  • There are no perfect...


Oct 15, 2019

In this episode, The Annuity Man discusses: 

  • What an income floor is and why it should matter to you 
  • Creating an income floor for your specific situation 
  • Laddering and structuring strategies that contractually work 
  • Income Flooring is customizable to fit your specific situation 

  

Key Takeaways: 

  • Two Key...


Oct 15, 2019

In this episode, The Annuity Man discusses: 

  • How interest rates affect each annuity type 
  • How life expectancy and interest rates work with each income annuity type 
  • What is the interest rate benchmark that the annuity industry follows 
  • What specific strategies to use instead of trying to “time” interest rates