Jul 30, 2025
In this episode, The Annuity Man discussed:
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Threading the needle with volatility
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Freedom from volatility
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Annuities are the haystack
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Time to secure guarantees
Key Takeaways:
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Threading the needle to get market returns makes you dependent upon so much unknown. You’re dependent on world markets,...
Jul 23, 2025
In this episode, The Annuity Man discussed:
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Annuities are contracts
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How Indexed Annuities Should Be Used
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Don’t buy an annuity for market returns
Key Takeaways:
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To say that something is “guaranteed and backtested” means that there is nothing guaranteed at all. Annuities are contracts; buy them for...
Jul 16, 2025
In this episode, The Annuity Man discussed:
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The four lifetime income products
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How annuities are priced
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The simplicity of SPIA
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Getting the highest guarantee
Key Takeaways:
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There are four lifetime income products: Single Premium Immediate Annuities, Deferred Income Annuities, Qualified Longevity Annuity...
Jul 9, 2025
In this episode, The Annuity Man discussed:
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Buying an annuity that you understand
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Annuities aren’t one-size-fits-all
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How to know if you understand a product
Key Takeaways:
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When buying an annuity, remember that if a product sounds too good to be true, it is every single time. Some annuities are more...
Jul 2, 2025
In this episode, The Annuity Man discussed:
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Why do agents tell stories?
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Protecting yourself from bad pitches
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Don’t listen to these stories
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The only two important questions
Key Takeaways:
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In sales, managers will often tell their people that stories sell and that they do, so you have to watch out for...