Mar 29, 2023
In this episode, The Annuity Man discussed:
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Smart people fall for schemes too
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Don’t trust the pitch
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Buy an annuity for what it will do
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Annuities are great products
Key Takeaways:
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People that are smart fall for Ponzi schemes. Be wary of “secret” products that nobody or not many people know...
Mar 28, 2023
In this episode, The Annuity Man and John Lenz discuss:
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Required capital level of annuity companies
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Market value adjustment, surrender penalty, and pivoting with annuities
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What state-guaranteed funds are for
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Exposure and liabilities in the insurance industry
Key Takeaways:
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When the annuity company...
Mar 22, 2023
In this episode, The Annuity Man discussed:
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What are MYGAs?
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How MYGAs work
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Locked in MYGAs
Key Takeaways:
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MYGAs or fixed-rate annuities are the annuity industry’s version of a CD. The advantage is that you have full control over it, and you can transfer it back to where it came from or roll it to...
Mar 15, 2023
In this episode, The Annuity Man discussed:
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Surfing beside a cruise ship
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Who wins in the markets?
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What should be your focus in your “chapter two?”
Key Takeaways:
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Investing in the markets is like surfing beside a cruise ship. There are times that you will catch a wave and you'll just surf and it'll...
Mar 14, 2023
In this episode, The Annuity Man and Jay Zawatsky discuss:
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The origin of the United State’s debt pile
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Why we need to increase the amount and affordability of energy
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Hydrogen is the key to energy dominance
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The problems that hydrogen solves
Key Takeaways:
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Lifespans have increased for workers that pay...