Nov 24, 2020
In this episode, The Annuity Man discusses:
- Determining if you need an annuity.
- Annuities are not one size fits all - they are contractual guarantees.
- Taking care with the annuity sales pitches that are coming your way.
- Creating your Annuity Statement of Understanding.
Key Takeaways:
- Every single day, over...
Nov 17, 2020
In this episode, The Annuity Man discusses:
- Types of annuities that are and are not transferable.
- Buying and transferring an annuity inside of an IRA.
- Only transferring if it is in your favor (not the agent’s favor).
- How Income Riders affect the transferability of your policy.
Key Takeaways:
- You can transfer...
Nov 10, 2020
In this episode, The Annuity Man discusses:
- The misinformation around annuities.
- How buying an annuity is like buying a plane ticket.
- Maximizing results with annuity calculators.
- Using annuity calculators to get a feel for what the guarantees are.
Key Takeaways:
- There is never an urgency to buy an annuity....
Nov 3, 2020
In this episode, The Annuity Man discusses:
- The limitations and benefits of the different types of annuities.
- Knowing if an annuity is right for you or not.
- All of the annuities can be used in the different types of accounts out there - it just changes how it is taxed.
- Reverse engineering to plan...