Dec 27, 2023
In this episode, The Annuity Man discussed:
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Protecting your beneficiary from dumb choices
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How Stan lovingly handcuffs his beneficiaries
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Handcuffing your loved ones is good for them
Key Takeaways:
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Lovingly handcuffing your beneficiaries with annuity guarantees protects them from making dumb decisions with...
Dec 20, 2023
In this episode, The Annuity Man discussed:
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Why would you want to stop taking in income?
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Three types of irrevocable income lifetime income teams
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Light-switch Annuity Products
Key Takeaways:
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There’s a myriad of reasons why you would want to stop taking income, and there are annuity reasons that allow...
Dec 19, 2023
In this episode, The Annuity Man and Michael Finke discuss:
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Annuities are more attractive today
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Protecting your future lifestyle
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Cutting little slices on the birthday cake
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There’s no perfect product to solve for inflation
Key Takeaways:
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At the time of this episode’s taping, near-retirees can lock...
Dec 13, 2023
In this episode, The Annuity Man discussed:
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Annuities for your spouse and loved ones
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Throwing darts at death
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Planning for cognitive decline
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Filling in financial gaps
Key Takeaways:
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Using a trust, you can set up an immediate annuity purchase to trigger when you pass away to provide lifetime income for...
Dec 6, 2023
In this episode, The Annuity Man discussed:
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What are MYGAs and SPIAs?
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Annuities are contractual commodities
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MYGA to SPIA
Key Takeaways:
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A MYGA, Multi-Year Guaranteed Annuity, is the annuity industry's version of a CD. The good news about MYGAs is that the interest rate is locked in and non-callable....