Jan 31, 2024
In this episode, The Annuity Man discussed:
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Swallowing the food but not the pitch
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Annuities are never one-size-fits-all
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Focusing on contractual guarantees
Key Takeaways:
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If you ever get invited to an annuity “seminar”, then remember to swallow the food but not the pitch. Don’t be swayed by...
Jan 30, 2024
In this episode, The Annuity Man and Chuck Jaffe discuss:
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Politics and economy
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Looking into how inflation affects you
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How Indexed Annuities should be used
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The question for cryptocurrency
Key Takeaways:
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Politics don’t create the economy. There are a lot more factors that go into it than just who is...
Jan 24, 2024
In this episode, The Annuity Man discussed:
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Creating a solid income floor for retirement
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Considering your income
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Many ways to create income
Key Takeaways:
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Going into chapter two of your life, you have to do your own thing. Stop keeping score. You’ve already won the game, you already have enough money,...
Jan 17, 2024
In this episode, The Annuity Man discussed:
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Lifetime income and principal protection
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Return of your money
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Peeling of the interest to solve income needs
Key Takeaways:
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Annuities aren’t only for lifetime income, some products just protect the principal like a MYGA or a Fixed Annuity.
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With lifetime...
Jan 16, 2024
In this episode, The Annuity Man discussed:
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Planning with simplicity
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Annuity products overview
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Consumer-focused future of annuities
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Tuning out the noise
Key Takeaways:
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Lifetime income is priced primarily on your life expectancy and interest rates play a secondary role in pricing. Shop all carriers for...