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“Fun With Annuities” The Annuity Man Podcast

Aug 31, 2021

In this episode, The Annuity Man and Owen Schrum discuss: 

  • The Retirement Crisis
  • The Free Paradigm
  • Unteaching things that people thought wrong
  • Growth and guarantees - the truth about Structured Investments 


Key Takeaways: 

  • The retirement crisis cannot be solved by Social Security, you have to be the one to save...

Aug 24, 2021

In this episode, The Annuity Man and Jeff Miller discuss: 

  • Life expectancy and income level demographics 
  • Until what age should you wait? 
  • Figuring out your life expectancy 
  • Inflation, where is it going and how will it affect social security 


Key Takeaways: 

  • With any type of lifetime income-stream annuity, it’s...

Aug 17, 2021

In this episode, The Annuity Man and John Olsen discuss: 

  • The suitability approach and consumer trust 
  • How the annuity industry can be better 
  • Approaching people who hate annuities 
  • Risk management and risk transfer 


Key Takeaways: 

  • There is a considerable certainty that companies out there are determined to give...

Aug 10, 2021

In this episode, The Annuity Man and FIA-X discuss: 

  • Upfront bonuses on annuity and other bonuses to be wary of 
  • Looking for contractual guarantees in annuity contracts
  • Uncapped products and other “modifiers”
  • Monthly sum - what they’re actually saying


Key Takeaways: 

  • Buying an annuity for the upfront bonuses...

Aug 3, 2021

In this episode, The Annuity Man and Tom Hegna discuss: 

  • Saying no to DIY retirement 
  • What the right age for retirement is
  • How annuity addresses inflation 
  • Securing guaranteed lifetime income with annuities 


Key Takeaways: 

  • Retirement is not a DIY project, do it with a professional. 
  • The age for retirement would...