Blog1 post image How to Beat the Market with an Annuity
February 5, 2022 1 min read

#28 How to Beat the Market with an Annuity

Episode #28

A lot of people are hesitant about buying an annuity. And the recent volatility in the stock market makes people more skeptical about how they can benefit from an annuity. Given that there’s a significant time commitment and not knowing what to do, it is even scarier to jump in. It’s you, your money, and your future against the unpredictable stock market. 

In this solo session, join Bryan Anderson as he discusses alternative options for doing annuity with lesser risk and more income potential. He also shares his insights on your advantages in the stock market for buying an annuity based on facts and his experiences. 

What You’ll Learn in This Episode:

[01:26] The recent volatility in the stock market

[03:12] Argument on the comparison between index annuities and the stock market

[04:43] Bonds will have to take a hit and asset value but it might turn around

[06:11] Academic study on annuity

[08:35] Why a lot of people hesitate to use annuities

[09:13] Explaining different ways to do annuity

[11:53] How to get out of the market’s worst case scenario with less risk

[14:12] Timing your annuity purchase in different market scenarios

[16:13] Maximizing earning potential

[20:06] Why qualified assets are important in the success of applying Brian’s annuity strategy

Key Quotes:

  • [08:30] “No matter how you use annuities and retirement, the point is to protect assets and limit volatility” 
  • [10”55] “Even if you go through the worst period in history, then you’re going to double your money.”
  • [14:03] “When the market’s really high, you got more money than you’ve ever had. Take a piece of it, use an annuity, but you can get back into the market incrementally over.”
  • [19:44] “The annuity doesn’t beat the market, but how you use it does.”

Resources:

Author Photo

Written By