Ep 91: Leah Brandt: Secrets Behind the Application Process With The Annuity Man
“Fun With Annuities” The Annuity Man Podcast
English - January 11, 2022 08:00 - 43 minutes - 59.8 MB - ★★★★★ - 41 ratingsInvesting Business Education Courses advisor financial retirement annuities annuity income planning stantheannuityman Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, The Annuity Man discusses:
How the application process has changed with changing and evolving technologies. Putting your trust and money with the carrier (and choosing your carrier wisely). Time frames on buying an annuity. Frustrations in the application and annuity process. The future of direct to consumer annuities.
Key Takeaways:
All of your information is kept secure and is only seen by the people who need to see it. Utilizing Zoom for a video call makes everything secure and easier for everyone involved in the annuity application process. With qualified funds, it must transfer from company to company with the correct forms. Insurance companies are trying to make it easier, but they tend to be slower about it. The process may take a bit longer than you think it is going to take.
"The comment I get quite a bit is, ‘Wow, that was way easier than I thought it was going to be!’ When doing an application, there are a lot of pages to do, but you don't have to do them yourself. We're doing the pages. We're just asking you questions and you're answering them." — Leah Brandt
Connect with Leah Brandt:
Website: https://theannuityman.com
LinkedIn: https://www.linkedin.com/in/leah-brandt-b383077/
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: [email protected]
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!