There are only four reasons anyone ever buys an annuity—and in this episode, I walk you through each one using a simple acronym: P.I.L.L.
Whether you’re looking to protect your principal, create guaranteed income, leave a legacy, or prepare for long-term care, this breakdown will help you understand when an annuity makes sense—and when it doesn’t.
I’ll also share a powerful analogy about retirement income that ties it all together. If you're planning for the long haul and worried about outliving your money, this one’s for you.
Want to learn how to get more spendable income in retirement? Visit AtlasAnnuity.com to watch my full strategy series or schedule a quick call.
In this episode, you’ll get a straightforward breakdown of whether annuities are investments or insurance, with practical examples to clarify how they work. Marty...
In this episode of the ATLAS Annuity Podcast, Marty Becker dives into a critical topic that often confuses many retirees: the Nationwide New Heights...
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...