Timing an annuity purchase feels like you're solving a maze. As we get higher and higher in market value, the thread of a downturn becomes more likely. What point is a market correction enough? How can an annuity help you time the market? 

Understanding the interest rate annuity puzzle is very important. It makes you have smarter decisions and implement an efficient strategy. In this episode, listen to Brian as he gets to the bottom of that. He will teach you how to manage your annuity purchase with these important steps. Don’t miss out on this insightful solo session because there’s a lot to unpack.

What You’ll Learn In This Episode:

[3:21]  Timing an annuity purchase

[5:27] What is the purpose of the annuity?

[10:28] Fixed Rate: Annuity removes the uncertainty

[11:49] Declared rate performance trigger

[16:05] The S&P 500

[21: 03] Why is it important to look at the index that you’re going to be using?

[21:31] The Multi Asset Risk Control

[25:09] Why should you watch the index and not just watch the market?

Key Quotes:

Resources