Oct 25, 2023
In this episode, The Annuity Man discussed:
-
Debunking generalizations about annuities
-
Most annuity types have no fees
-
Are all annuities a bad deal?
-
What all annuities really are
Key Takeaways:
-
Making sweeping generalizations about annuities is as stupid as saying all restaurants are bad or all shoes...
Oct 24, 2023
In this episode, The Annuity Man and Jack Lenenberg discuss:
-
Standalone traditional long-term care
-
Asset-based long-term care
-
The perfect time to buy long-term care
-
Long-term care and self-insurance
Key Takeaways:
-
A standalone, traditional long-term care insurance works just like health, auto, or...
Oct 18, 2023
In this episode, The Annuity Man discussed:
-
When is it a good time to buy an annuity?
-
Are annuities for market growth?
-
Annuity sales tactics to be wary of
Key Takeaways:
-
Annuities aren’t for everybody. If you need to transfer risk, need contractual guarantees, or solve for principal protection, income...
Oct 11, 2023
In this episode, The Annuity Man discussed:
-
Solving for longevity risk
-
Four products for lifetime income
-
Focusing on guarantees
Key Takeaways:
-
There is no ROI until you die. Up until then, it’s a transfer of risk to the annuity company to solve for longevity risk. The longevity risk is the fear that...
Oct 10, 2023
In this episode, The Annuity Man discussed:
-
Annuities are not complicated
-
Understand what you are buying
-
Trusting true fiduciaries
Key Takeaways:
-
Annuities are simple if you focus on the guarantees. It’s agents who are focused on self-interest that pitch products that make annuities too complicated....