What's the Best Annuity? Is the Wrong Question

Every week, Marty Becker gets asked the same question: "What's the best annuity out there?" His answer never changes — there isn't one, because it depends entirely on the person asking.

In this episode, Marty Becker, owner and founder of Atlas Financial Strategies in St. Louis, Missouri, breaks down the exact five-step process he uses with nearly every client: the Atlas Annuity Strategy. Rather than leading with a product recommendation, Marty walks listeners through why the "one-size-fits-all" approach used at most dinner seminars is a mistake — and what a personalized, gap-focused strategy looks like instead.

Listeners will learn:

• Why education always comes before any product discussion
• How a 30,000-foot overview uncovers hidden gaps in a retirement plan — and why sometimes the answer is "you don't need anything"
• A real case study of a couple who felt fully covered by a pension and Social Security, but overlooked a critical survivorship gap that could have cost them 45% of their income
• Why unrealistic return assumptions can turn a "bulletproof" retirement plan into a fantasy
• How to control what's actually controllable in retirement — guaranteed income versus market risk

This episode is for anyone who's been pitched an annuity based on a flashy bonus or high cap rate, and wants to understand what a genuinely personalized retirement strategy looks like before making a decision.

As always, this episode is for educational purposes only and is not a recommendation to buy, sell, or transfer any security or insurance product. Atlas Financial Strategies Incorporated is an insurance-only licensed entity, and any decisions regarding securities should be discussed with a licensed securities advisor.

To see if the Atlas Annuity Strategy is right for your situation, visit atlasannuity.com to book a free, no-obligation call.