Annuities Create a Legacy

An annuity is a financial product designed to provide a regular income stream to an individual for a specific period or for their lifetime in exchange for a lump sum or series of payments. While annuities are primarily designed to provide income during retirement, some types of annuities can be used to create a legacy.

However, it’s important to note that annuities are complex financial products with varying terms and conditions. Before purchasing an annuity, it’s essential to understand the terms and conditions of the annuity contract and to work with a financial advisor to determine whether an annuity is the right financial product to help you create a legacy. And today, we have Bryan to help you with that! 

What You’ll Learn from This Episode:

[2:12] One often overlooked benefit of annuities is that they can improve the overall performance of your investment portfolio.

[2:28] Annuities serve different purposes depending on the individual’s financial circumstances and suitability.

[4:47] An annuity can provide portfolio growth that outperforms other alternatives when you have a guaranteed income.

[5:36] When assessing your overall investment portfolio, it’s important to consider the advantages of adding an annuity’s income stream.

[9:37] An annuity can provide a form of reverse dollar-cost averaging during times of market volatility.

[11:11]  In periods of high market volatility, annuities have the potential to deliver even better performance.

Key Quotes:

[2:47] “Legacy is not the top priority for everyone, it doesn’t have to be the focal point of retirement planning.”


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