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. In this episode, our hosts introduce the AST FLEX Strategy, presenting it as an alternative to traditional annuities.

Bryan and Ashok start the podcast by enumerating the different benefits of the AST FLEX Strategy, drawing points from a newsletter that Bryan wrote back in April 2019. They both share stories about their clients to better explain certain concepts.

Bryan then uses a spreadsheet to illustrate how the AST FLEX Strategy works, aligning it with the 5 keys of retirement and stacking it up against volatilities in the stock market. Ashok also weighs in with his takeaways from that case study. Catch the stream on Youtube to see the breakdown of the numbers!

What You’ll Learn in This Episode:

Key quotes:

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