You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by step. From submitting the application to funding the annuity and activating your benefits, I explain what to expect and when.
We’ll cover:
Whether you’ve already bought an annuity or are still thinking about it, this episode will help you feel more confident and prepared.
Want help with your own retirement plan? Visit AtlasAnnuity.com to schedule a call.
In this episode, Martybreaks down complex financial concepts into understandable terms. We explore how annuity companies set caps and participation rates using their options...
Market value adjustments (MVAs) are a common feature in certain annuities, but do you know what they really mean for your retirement? In this...
Are you tired of overcomplicated retirement plans that seem to go nowhere? In this episode, we explore the timeless fable of the Fox and...