“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man discussed: 

• How lifetime income is priced 

• Don’t time annuity purchases 

• Laddering annuities 

Key Takeaways: 

• Lifetime income annuities are primarily base…

In this episode, The Annuity Man discussed: 

• What a MYGA and SPIA is 

• MYGA to SPIA Strategy 

• Flexibility and Control 

Key Takeaways: 

• MYGA is the annuity industry's version of a CD, offer…

In this episode, The Annuity Man discussed: 

• What annuities are for 

• Establishing an income floor 

• How to actually adjust for inflating needs 

• Securing an income stream through annuities 

In this episode, The Annuity Man discussed: 

• An overview of Deferred Income Annuities

• Finding the best fit 

• Income Riders attached to Indexed Annuities

Key Takeaways: 

• DIAs are essentiall…

In this episode, The Annuity Man discussed: 

• Why are Indexed Annuities sold in a misleading way? 

• Indexed Annuities are not growth products 

• What annuities are for 

Key Takeaways: 

• Becaus…

In this episode, The Annuity Man discussed: 

• The Annuity PILL

• Choosing an annuity carrier

• Putting the client’s best interest first

• The future of the annuity industry

Key Takeaways: 

• The…

In this episode, The Annuity Man discussed: 

• The Annuity PILL

• The best inflation annuity 

• Annuities are a transfer of risk  

Key Takeaways: 

• Annuities provide lifetime income, principal pro…

In this episode, The Annuity Man discussed: 

• The purpose of Fixed Index Annuities 

• Buying only for contractual guarantees 

• Why some agents oversell Index Annuities 

• Understanding contractual …

In this episode, The Annuity Man and Steve Parrish discuss: 

• What are QLACs? 

• Transferring longevity risks 

• Creating a secure income floor in retirement 

• How annuities are priced 

Key Tak…

In this episode, The Annuity Man discussed: 

• Focusing on contractual guarantees

• What annuities solve for 

• Common annuity pitch traps 

Key Takeaways: 

• Avoid non-guaranteed hypotheticals an…

In this episode, The Annuity Man discussed: 

• Transferring risk through annuities 

• The annuity PILL 

• Annuities are for guarantees and not growth 

Key Takeaways: 

• Fixed Annuities provide li…

In this episode, The Annuity Man and Jack Lenenberg discuss: 

• Annuities and long-term care 

• The three primary types of long-term care coverage 

• Tailored long-term care 

• Planning for the futur…

In this episode, The Annuity Man discussed: 

• Annuity marketing gimmicks 

• The complexity of Indexed Annuities 

• What annuities are for 

Key Takeaways: 

• Bonuses for annuities are marketing g…

In this episode, The Annuity Man discussed: 

• How to use Indexed Annuities efficiently 

• The two sides of an indexed annuity 

• Focusing on what annuities really do 

Key Takeaways: 

• Indexed A…

In this episode, The Annuity Man and Pam Krueger discuss: 

• Finding fiduciary financial advisors 

• Customizing an annuity according to your goal 

• Rejecting pushy pitches from agents 

• Avoiding c…

In this episode, The Annuity Man discussed: 

• Pragmatic approach to financial planning

• How annuities are primarily priced

• Four primary benefits of annuities 

• Closing the gap with annuities

In this episode, The Annuity Man discussed: 

• How different your life could be with more money 

• Retiring from work and the markets

• Investing safely and smartly 

• Living off of guarantees 

K…

In this episode, The Annuity Man discussed: 

• Ensuring a stable retirement regardless of politics 

• How annuities are priced 

• Planning for political uncertainty 

• Tailoring annuities to your fin…

In this episode, The Annuity Man discussed: 

• Lifetime income and principal protection 

• Return of your money 

• Peeling of the interest to solve income needs 

Key Takeaways: 

• Annuities aren’…

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 ar…