009: How do Interest Rates affect different Annuity Types?

15/10/2019 23 min Temporada 1 Episodio 9
009: How do Interest Rates affect different Annuity Types?

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Episode Synopsis

In this episode, The Annuity Man discusses:  How interest rates affect each annuity type  How life expectancy and interest rates work with each income annuity type  What is the interest rate benchmark that the annuity industry follows  What specific strategies to use instead of trying to "time" interest rates     Key Takeaways:  With lifetime income guaranteed strategies, life expectancy is the primary pricing mechanism  Interest rates play a secondary pricing role with lifetime income guaranteed strategies  The US 10 Year Treasury Note is the "bogey" for the annuity industry  No one on the planet can predict interest rate movement     "Trying to time interest rates with annuities is like trying to nail Jell-O to a wall." —  The Annuity Man     Connect with The Annuity Man:  Website: TheAnnuityMan.com  Email: [email protected]  Book: AnnuityMan Owner's Manuals  YouTube: Stan The Annuity Man  Get a Quote Today!

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