Jan 31, 2020
In this episode, The Annuity Man discusses:
- The importance of contractual guarantees driving your buying decision
- Why you should never buy annuities for potential market type growth
- What to be aware of at the “bad chicken dinner annuity seminars”
- How to protect yourself by creating your own “statement...
Jan 31, 2020
In this episode, The Annuity Man discusses:
- Why he offers both personal service and do-it-yourself choices
- How all annuity types are commodities
- Why you should make your decision solely on the contractual guarantees
- Why he believes annuities should be bought, not sold
Key Takeaways:
- Take your time and make...
Jan 31, 2020
In this episode, The Annuity Man discusses:
- How annuity companies are more regulated than banks
- Where annuity companies are required to put your money
- The US 10 Year Treasury Note and the role is plays with annuities
- The reason for surrender charges on deferred annuities
Key Takeaways:
- Fixed annuity companies...
Jan 31, 2020
In this episode, The Annuity Man discusses:
- Why DC wants people to start planning for their retirement income
- How Qualified Longevity Annuity Contracts (QLACs) were the original idea
- The new “fiduciary safe harbor” provision, and what it means to you
- The original intent of Social Security payments...
Jan 31, 2020
In this episode, The Annuity Man discusses:
- Why Long Term Care coverage is a concern for many people
- The two different types of enhanced benefit type coverage
- How each of these annuity strategies work
- The limitation and benefits of both
Key Takeaways:
- The best coverage for Long Term Care is still...