The Atlas Annuity Podcast

What Annuities Do I Have?

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  • 00:00 When considering annuities, it's essential to focus on which annuity is right for your specific financial situation rather than asking what annuities are available.
  • 02:26 The suitability of an annuity depends on individual needs, and it's crucial to work with an advisor who understands various products and can tailor recommendations accordingly.
  • 03:56 ⚠️ Blanket pitches of annuities to a diverse group of individuals can lead to inappropriate recommendations with potentially adverse financial consequences.
  • 05:30 Advisors should prioritize understanding the purpose of clients' funds before recommending specific annuities, ensuring personalized and informed decisions.
  • 07:14 While third-party verification is crucial for certain types of annuities, fixed indexed annuities may require relying more on the advisor's experience due to fluctuating rankings.
  • 08:36 Focus on finding the right annuity for your needs, emphasizing the purpose of your money, and consider seeking professional advice to make informed decisions.

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    The Atlas Annuity PodcastBy Marty Becker
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