Annuities are financial products that convert a lump sum into a guaranteed income stream, typically for retirement. They can provide safety, growth, and income, but the specific benefits depend on the type of annuity and the contract terms. It’s essential to thoroughly review the details before making a decision. 

In this episode, Bryan will guide you through selecting the right annuity for your needs.

What You’ll Learn from This Episode:

[1:36] Safety, Growth, and Income: An Overview of Annuities

[2:14] A Product Review on Annuities: Understanding the Features and Benefits

[2:50] A Guide to Securing Your Financial Future

[6:15] The Five Paid Death Benefit: Understanding the Risk Management of Annuities

[8:59] Maximum Income and Maximum Growth Potential In Contracts (Exploring the Trade-offs)

[11:18] Benefits of A Ten Year Deferral: Delaying Income for Greater Returns

[12:00] A Closer Look at Income-Generating Strategies

[14:35] Tailoring Annuities to your specific needs

[17:26] Plan Forward the Minimum Guarantee

Key Quotes:

[4:44] “You need to find somebody who’s going to explain the product to you exactly how the insurance company presented it.”

[7:03] “Safety is covered by any annuity from a good company. Growth is better when fees are deducted. Income is a free addition to the contract.”

Resources:

Annuity Newsletter

Call Annuity Straight Talk at 800-438-5121 or schedule a call at AnnuityStraightTalk.com 

Listen to this Episode: Performance-Based Income Annuities