In this episode, The Annuity Man discusses:

  • What annuitization means and how it works
  • The different structuring choices and how they work
  • How you can customize the quotes for your situation
  • How lifetime income guarantees are priced

Key Takeaways:

  • There are over 30 ways to structure annuity payments
  • Annuities are the only product type that guarantees a lifetime income stream
  • Annuities can be held in IRAs, Roth IRAs, non-IRAs (non-qualified accounts)
  • Always shop all carriers to find the highest contractual guarantee

"When you buy a lifetime income stream, the primary pricing mechanism is your life expectancy at the time you take the payment. Interest rates play a secondary pricing role." — The Annuity Man

Connect with The Annuity Man:

Website: TheAnnuityMan.com

Email: Stan@TheAnnuityMan.com

YouTube: Stan The Annuity Man