Dec 4, 2024
In this episode, The Annuity Man discussed:
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What annuities are for
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Establishing an income floor
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How to actually adjust for inflating needs
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Securing an income stream through annuities
Key Takeaways:
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Annuities provide contractual guarantees for principal protection, lifetime income, legacy,...
Nov 27, 2024
In this episode, The Annuity Man discussed:
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An overview of Deferred Income Annuities
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Finding the best fit
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Income Riders attached to Indexed Annuities
Key Takeaways:
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DIAs are essentially single premium immediate annuities deferred past one year. It has no moving parts, no annual fees, and no market...
Nov 20, 2024
In this episode, The Annuity Man discussed:
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Why are Indexed Annuities sold in a misleading way?
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Indexed Annuities are not growth products
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What annuities are for
Key Takeaways:
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Because Indexed Annuities are a high-commission product for agents, they are often promoted in a misleading manner, obscuring...
Nov 19, 2024
In this episode, The Annuity Man discussed:
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The Annuity PILL
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Choosing an annuity carrier
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Putting the client’s best interest first
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The future of the annuity industry
Key Takeaways:
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The acronym PILL stands for Principal Protection, Income for life, Legacy, and Long-term care. If you don’t need to...
Nov 13, 2024
In this episode, The Annuity Man discussed:
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The Annuity PILL
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The best inflation annuity
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Annuities are a transfer of risk
Key Takeaways:
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Annuities provide lifetime income, principal protection, legacy planning, and long-term care benefits. If you’re not solving for any of those, then you don’t need...