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

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