Annuity Straight Talk

Case Study: New Calculator and Real Solutions


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What if the numbers told you everything you needed to know about your retirement — and nobody else was showing you how to read them?

In this episode, Bryan Anderson, founder of AnnuityStraightTalk.com, breaks down a real case study using his proprietary annuity calculator to show exactly how fixed interest strategies stack up against traditional retirement plans.

Brian recently met a couple who had just sold their business and kept everything in bank accounts and CDs. They wanted to spend $65,000 per year in retirement and their CFP told them they'd have $850,000 left at age 90 if they stayed the course. Sounds great — but is it the best they can do?

In this episode, you'll discover:

  • How to use the AnnuityStraightTalk.com annuity calculator to run your own real-world retirement scenarios
  • Why fixed interest strategies may outperform what your current advisor is showing you
  • How to compare your existing plan against a guaranteed income annuity — side by side
  • What the numbers actually reveal when you plug in a real client's situation
  • Why Bryan is launching a new series of live calculator case studies — and why you don't want to miss a single one
  • The bottom line: The calculator doesn't lie. Whether your money is in CDs, bank accounts, or a managed portfolio — the numbers will tell you if you're leaving guaranteed income on the table.

    ...more
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    Annuity Straight TalkBy Bryan Anderson

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