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“Fun With Annuities” The Annuity Man Podcast

Nov 30, 2021

In this episode, The Annuity Man and Bob Carlson discuss: 

  • Current taxation and retirement climate
  • Changes in Roth IRA rules
  • Strategies you can use to get around IRA changes
  • Donor-advised funds and some investment strategies


Key Takeaways: 

  • A lot of proposals are being thrown around, but the votes even out enough...

Nov 23, 2021

In this episode, The Annuity Man and Leah Brandt discuss: 

  • Seeing things from the client’s perspective
  • When annuities are bought
  • Making annuities easier to understand
  • Never doing things in moderation


Key Takeaways: 

  • If you want to provide excellent service, always ask yourself what you would want if you were the...

Nov 16, 2021

In this episode, The Annuity Man and Jack Lenenberg discuss: 

  • The truth about long-term care
  • Transferring annuity to annuity with an IRS 1035 exchange
  • Traditional versus annuity with long-term care 
  • The full customizability of long-term care


Key Takeaways: 

  • Long-term care plans are flexible, benefits are guaranteed...

Nov 9, 2021

In this episode, The Annuity Man and Terry Savage discuss: 

  • Is inflation going to be transitory? 
  • Getting ready for a collapse
  • The Great Resignation
  • Technology’s effect on markets


Key Takeaways: 

  • We have a lot of components of permanent inflation being injected into the economy along with the shortages of...

Nov 2, 2021

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

  • Mortality credits: the secret sauce of annuities
  • Trends in life expectancy
  • Predicting the economy and preparing for market downs
  • Making healthy choices for a happy retirement


Key Takeaways: 

  • The mortality credits are probably the highest that we’re going to...