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00:29 Big brokerage houses like Wells Fargo and Fidelity offer limited options for annuities, mainly variable annuities. 01:52 Fidelity is a top seller of annuities, but having access to only a few companies limits options for clients. 03:24 Fidelity offers limited annuity options, while the market has around 200 different companies with various products. 05:29 Immediate annuities like SPIA and deferred income annuities (DIA) have limitations in terms of start date flexibility. 07:29 Using strategy can enhance annuity benefits, such as getting higher income by splitting funds between different annuities. 10:26 ️ Small differences in annuity strategies can lead to significant variations in long-term income outcomes. 13:58 Funding an annuity versus using a strategy can result in notable differences in the amount of guaranteed income.
In this episode, Marty offers a straightforward examination of the crucial distinctions between average returns and actual returns in retirement planning. He addresses common...
In this episode, we talk about why some people don’t use guaranteed income annuities for their retirement, even though these tools can give you...
In this episode of the ATLAS Annuity Podcast, Marty Becker dives into a critical topic that often confuses many retirees: the Nationwide New Heights...
