Aug 28, 2024
In this episode, The Annuity Man discussed:
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The right product for the right situation
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What is lifetime income?
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Income from interest
Key Takeaways:
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An agent selling an annuity product as a one-size-fits-all product is like a doctor prescribing one medication for everyone. There is a right product for the...
Aug 27, 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...
Aug 21, 2024
In this episode, The Annuity Man discussed:
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Acknowledging your wealth
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The scars of scarcity
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Should you be worried about inflation
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Setting up contractual guarantees
Key Takeaways:
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Be rational about the wealth that you have. Don’t say you’re not rich if you are not one of the 40% of Americans today...
Aug 14, 2024
In this episode, The Annuity Man discussed:
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Automating your income
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Establishing an automated income stream
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Reverse-engineering your income goal
Key Takeaways:
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Automating your income is about creating more income floor to add to your lifetime income stream with Social Security which increases with...
Aug 13, 2024
In this episode, The Annuity Man and Sheryl Garrett discuss:
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The role of a financial planner
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How the industry should be
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Hiring the right planner
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Being aggressive with cash flow
Key Takeaways:
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Many personal, financial, economic, and psychological things are coming together all at once. The planner’s...