Sep 20, 2023
In this episode, The Annuity Man discussed:
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Acknowledging your wealth
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The scars of scarcity
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Should you be worried about inflation
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Setting up contractual guarantees
Key Takeaways:
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Be rational about the wealth that you have. Don’t say you’re not rich if you are not one of the 40% of Americans today...
Sep 13, 2023
In this episode, The Annuity Man discussed:
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Traditional laddering with MYGAs
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What is “reversing”?
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Traditional laddering and reversing
Key Takeaways:
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You do a traditional 3-year, 4-year. 5-year ladder if you are hoping that rates will go higher. It’s a strategy you use when you want to have money...
Sep 12, 2023
In this episode, The Annuity Man discussed:
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Why QLACs should be number one
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Three reasons to buy a QLAC
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The downsides of a QLAC
Key Takeaways:
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If agent commission didn’t come into play, QLACs would be the number one best-selling annuity product. It’s simple, pro-consumer, and works; it’s a product...
Sep 6, 2023
In this episode, The Annuity Man discussed:
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Transferring risk through annuities
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Single Premium Immediate Annuities
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Annuities are commodity products
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Structuring annuities to combat inflation
Key Takeaways:
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Annuities are transfer of risk products. You are transferring the risk to the annuity company...
Aug 30, 2023
In this episode, The Annuity Man discussed:
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An advisor who’s an annuity hypocrite
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Annuities you might already own.
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“All annuities are ____”
Key Takeaways:
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An advisor who says, “never buy an annuity” or “all annuities are ___” is an advisor that has lost all credibility. Don’t trust a...