That Annuity Show

023 Accumulation Annuities and Option Budgets


Listen Later

We may look back and call 2019 the year of the accumulation-focused fixed indexed annuity. Many carriers have launched interesting new annuities focused on accumulation needs of consumers. This week, Jan Buchsbaum, head of product development at Nassau Re, joins Mark, Will and Paul to discuss this trend. We explore the subtleties and relationships of fees, option budgets and upside potential.

Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com.

Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer's needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

...more
View all episodesView all episodes
Download on the App Store

That Annuity ShowBy Nassau Financial Group

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

22 ratings


More shows like That Annuity Show

View all
Investing Insights by Morningstar

Investing Insights

517 Listeners

Masters in Business by Bloomberg

Masters in Business

2,168 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

749 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

534 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

103 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,114 Listeners

The Long View by Morningstar

The Long View

905 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,298 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,478 Listeners

All-In with Chamath, Jason, Sacks  Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks Friedberg

9,840 Listeners

"Fun With Annuities" The Annuity Man Podcast by The Annuity Man

"Fun With Annuities" The Annuity Man Podcast

55 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

14 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

170 Listeners