Ep 6: Annuities - What You Really Need to Know

Wealthy Habits Podcast

English - July 09, 2020 09:00 - 17 minutes - 25.4 MB
Investing Business News Business News 401k finance ira iowa retire advisor daveelizondo druekampmann financial money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Ep 5: Busting Five Social Security Myths

Next Episode: Ep 7: 5 Classic Pre-Retiree Mistakes

There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So we’ll give you each of these types of annuities, you explain how they work and how they might be used in someone’s financial plan.

Read more and get additional financial resources here: https://www.truefinancialpartners.com/3116-2/

Today's show schedule:

0:55 – How clients are handling the slow return to normal.

1:57 – What we plan to talk about today.

2:15 – What is the Immediate Annuity?

3:37 – The Fixed Annuity

4:23 – Variable Annuities

6:11 - Fixed Indexed Annuity

9:23 – Do you utilize annuities with your clients?

11:00 – An example of how they’ve used these with a client.

14:42 – Are annuities more popular now with the volatility we’re experiencing?