How to Read an Annuity Contract

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Learn about how to read fixed indexed annuity contracts, how they work, and why they're such a powerful investment tool. From tax-deferred compounding to guaranteed income for life, annuities offer a range of benefits that can secure your financial future. Whether you're just starting out or nearing retirement, there's a strategy for you.
#annuities #annuity #annuityinvestment #retirementplanning #retirement
Chapters:
00:00:00 - Intro - Impressive Returns in Annuity
00:01:06 - Benefits and Product Features
00:02:54 - Understanding the Surrender Period and Flexible Premiums
00:03:49 - Understanding Annuity Definitions
00:04:43 - Stair Step Method of Fees and Surrender Charges
00:05:42 - Understanding Annuity Withdrawals and Fees
00:06:39 - The 220% Annual Rate Crediting Strategy
00:07:36 - How to Get Returns with No Downside Risk
00:08:27 - Understanding the Columns in an Annuity Contract
00:09:22 - Surrender Value vs Accumulation Value
00:10:15 - Becoming a Millionaire with an Annuity
00:11:11 - Understanding Interest Crediting in Annuities
00:12:08 - Final Considerations for Deferred Annuities
00:13:02 - Annuity products for later in life career individuals
00:13:53 - Guaranteed Lifetime Benefit

Пікірлер: 2

  • @jvb5590
    @jvb55902 сағат бұрын

    Please post more often on this channel!! Looking forward to more technical videos like this one!!

  • @theperfecthousewife4399
    @theperfecthousewife43992 күн бұрын

    Happy to be your 150th subscriber and to have a call scheduled to discuss an annuity!