Bryan Anderson, founder of Annuity Straight Talk, speaks with Ashok Ramji, a financial consultant with TOP Planning LLC, an independent asset protection and retirement income planning firm serving retirees and pre-retirees alike. Today, they share how annuities can serve other purposes besides income when you’re a retiree.

Bryan and Ashok begin by briefly recapping last week’s episode and explaining why they host the podcast. They talk about 63-year-old Mark who doesn’t necessarily need income (because he does real estate) but wants an annuity for extra cash flow. Bryan breaks down some of the numbers from this case.

They then present some options for people who have a hefty amount of money but are not exactly sure where to put it, highlighting the idea that income and accumulation can be done at the same time. Finally, they talk about what they have to offer potential clients.

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Call Annuity Straight Talk at 800-438-5121 or schedule a call at AnnuityStraightTalk.com