Warning: Don’t read this email wearing a good shirt. It’s so stacked with tasty annuity news; you’ll need a bib.
For starters, chew on the difference between the surrender value and the policy value in this video, ”What you need to understand about MYGAs and death benefits.” Note: Leah our CEO says, "MYGAs are like meatloaf - not super exciting, but they're good."
Go ahead and pour on top of that how renewal rates are the secret sauce to fixed indexed annuities.
Our main course this week is FWA podcast celebrity co-host Dana Anspach, who shares in episode #66, “Don’t underestimate what more you can juice from your retirement plan. You might very well end up with hundreds of thousands of dollars by the end of it.” Watch and listen, “066 Dana Anspach: Juicing Your Retirement Plan.”
For dessert, “How to Buy an Annuity – When it’s suitable and appropriate”. This may sound like pie in the sky, but I break down the process and why we ask the questions we have to ask.
For bonus dessert, we’re dishing up links to our Top 3 videos in the last 30 days. Why? Well, I never say no to extra dessert, especially if it’s peach cobbler. But the real reason is we’re celebrating hitting 3k YouTube subscribers!!!
Wow. If you’re a subscriber thank you, thank you. If you’re not, uh hello?! Join in the fun; all the cool annuity lovers are doing it.
Pass me a napkin,
The five reasons not to buy an annuity. Really? Yeah. Not everybody needs an annuity.
Let’s start by explaining what a qualified annuity is exactly. It's an annuity where you've used funds that has not been taxed like your traditional IRA, which leads me to a little bit of a rant.
Today's topic is a good one. How renewal rates are the secret sauce, the secret formula, the secret to fixed indexed annuities.
Money Life with Chuck Jaffe is one of the most popular financial podcasts in the country, and I always enjoy being a guest and educating Chuck's listeners on all things annuity.
An annuity can provide lifetime income, but there's more to how an annuity works than meets the eye.