Hosted By
Why are there so many types of annuities—and what really makes them different?
In this episode, Marty breaks down how annuity features and benefits are designed by insurance companies. You’ll learn how actuaries use math, risk analysis, and market data to build annuities for different goals like income, growth, and protection. Marty also explains the trade-offs that come with each feature, why you can’t have it all in one product, and how to avoid buying an annuity that doesn’t match your needs.
If you’ve ever been confused by bonuses, income riders, death benefits, or annuity ads that sound too good to be true—this episode will help you see what’s really under the hood.
Want more? Watch the free video series: 20% More Spendable Income in Retirement
What if you could convert your traditional IRA to a Roth without feeling the tax pain? In episode 99 of the Atlas Annuity Podcast,...
In this episode, Marty Becker dives into the crucial topic of balancing risk and safety with fixed index annuity returns. Discover how fixed index...
In this episode, Marty Becker explores the often-overlooked psychological side of retirement that has nothing to do with 401(k)s, Social Security timing, or interest...
