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“Fun With Annuities” The Annuity Man Podcast

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...