June 06, 2024

The Truth About Nationwide New Heights Annuity

20 minutes

In this episode of the ATLAS Annuity Podcast, Marty Becker dives into a critical topic that often confuses many retirees: the Nationwide New Heights Annuity. With so much hype and numerous hypothetical illustrations floating around, it's easy to get lost in the promises of high returns. Marty is here to cut through the noise and provide a clear, realistic understanding of this popular annuity product.

In this episode, you'll learn:

Breaking Down Hypothetical Illustrations: Discover why the high indexing rates and non-guaranteed returns presented in sales pitches should be viewed with caution.

Realistic Returns and Guarantees: Marty explains the importance of focusing on the guaranteed aspects of the annuity, offering a detailed example of what realistic returns look like compared to optimistic projections.

Understanding the Income Rider: Learn about the key features of the income rider, including the 1.1 percent expense, 30 percent bonus, and 8 percent compounding roll-up, and how these impact your future income.

Evaluating a More Realistic Outlook: Explore a more attainable return rate and its implications for your guaranteed income and overall financial planning.

Deciding on the best income strategy for retirement can be complex. This episode breaks down the critical factors you need to consider, ensuring you make informed decisions that provide financial stability and peace of mind.

Don't miss this insightful episode if you want to ensure your retirement income strategy is robust and reliable!

...more

View all episodes

By Marty Becker

22 ratings