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Ever wondered how annuity companies can promise you a lifetime of income? In this episode of the ATLAS Annuity Podcast, we break down the key factors that make these guarantees possible. From mortality credits to risk pooling, and the impact of interest rates, we’ll show you it’s not magic—it’s just math. Tune in to learn how life insurance companies manage longevity risk and ensure financial security for the long haul. Don't miss it!
Chasing high interest rates for annuities or other retirement income vehicles can be a significant mistake because it often overlooks the crucial aspect of...
00:24 The two key mistakes in retirement planning are misunderstanding withdrawal rates and underestimating longevity. 01:58 The traditional 4% withdrawal rule may not ensure...
Thinking about using your 401k to buy an annuity? In this episode, I break down the two main ways to do it—and the big...
