“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man discussed: 

• An advisor who’s an annuity hypocrite

• Annuities you might already own. 

• “All annuities are ____”

Key Takeaways: 

• An advisor who says, “never b…

In this episode, The Annuity Man discussed: 

• The Annuity PILL

• Do you need an annuity? 

• Is your money safe? 

• Overcoming FOMO

Key Takeaways: 

• You own an annuity for what it will do, NOT w…

In this episode, The Annuity Man discussed: 

• What a MYGA isn’t and what it is 

• What is a call feature? 

• Locking in interest in MYGAs

Key Takeaways: 

• A MYGA is the annuity industry’s versi…

In this episode, The Annuity Man discussed: 

• Annuities that increase with inflation 

• The role of interest rates on pricing 

• For products that adjust for inflation

• Reverse-engineering your inc…

In this episode, The Annuity Man and Kerry Pechter discuss: 

• Recommended readings for retirees 

• The many types and applications of annuity products 

• Pulling back the curtain on annuity systems 

  …

In this episode, The Annuity Man discussed: 

• Better to be told than sold

• There is no urgency to buy

• Stop selling and start telling

Key Takeaways: 

• Ask yourself, do you need to be sold or …

In this episode, The Annuity Man discussed: 

• Looking for the sucker 

• Too good to be true

• No perfect annuity

Key Takeaways: 

• There’s a saying in Vegas that if you don’t know who the sucker…

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: 

• Automating your income 

• Establishing an automated income stream

• Reverse-engineering your income goal 

Key Takeaways: 

• Automating your income i…

In this episode, The Annuity Man discussed: 

• How are six-pack abs and market returns similar? 

• How to have six-pack abs and market returns

Key Takeaways: 

• Six-pack abs are similar to market…

In this episode, The Annuity Man and Adam Van Wie discuss: 

• Expectations versus reality

• The future of work 

• Millionaire next door

• Inflation is customizable

Key Takeaways: 

• Right now, th…

In this episode, The Annuity Man discussed: 

• Types of advisors you should avoid 

• Things that discredit a financial advisor

• Don’t let an advisor bully you 

Key Takeaways: 

• There are a lot …

In this episode, The Annuity Man discussed: 

• The Annuity PILL

• Upfront bonuses 

• Keep it short and simple

• Transferring your annuity to another company

Key Takeaways: 

• PILL stands for prin…

In this episode, The Annuity Man and Larry Kotlikoff discuss: 

• Your ability to affect your social security

• Mistakes that people make with social securities

• Two ways economics deals with uncerta…

In this episode, The Annuity Man discussed: 

• Lengthening your healthspan 

• Taking care of both your healthspan and lifespan 

• Committing to focus on what matters

Key Takeaways: 

• Go after …

In this episode, The Annuity Man discussed: 

• Avoiding too-good-to-be-true products 

• What are backtested numbers? 

• Choosing contractual guarantees 

• How the annuity industry can fix the problem

  …

In this episode, Stan The Annuity Man discussed: 

• Lifetime income with SPIAs

• DIAs are SPIAs that you defer

• What counts as qualified money in QLACs? 

• What an Income Rider is and what it isn’t 

  …

In this episode, The Annuity Man discussed: 

• How do life insurance companies price annuities? 

• Nobody knows where interest rates are going 

• Annuities are commodity products 

Key Takeaways: 

In this episode, The Annuity Man discussed: 

• The right product for the right situation 

• What is lifetime income? 

• Income from interest 

Key Takeaways: 

• An agent selling an annuity product…

In this episode, The Annuity Man and Branislav Nikolic discuss: 

• Why you should be cautious of backtested numbers 

• Being a smart and cautious consumer 

• The importance of transparency and consum…