Interest Rates & Annuities: Shootin' It Straight With Stan

“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man discussed:

• How lifetime income is priced

• Don’t time annuity purchases

• Laddering annuities

Key Takeaways:

• Lifetime income annuities are primarily based on your life expectancy. Interest rates play a secondary role in the pricing.

• Higher interest rates will positively impact annuity pricing. Don't try to time the market for annuity purchases; base decisions on contractual guarantees.

• Consider laddering annuity purchases to take advantage of future pricing changes.

"Remember, lifetime income annuities are primarily based on your life expectancy or life expectancies if joint at the time you take the payment. Interest rates play a secondary pricing role." — Stan The Annuity Man.

Connect with The Annuity Man:

Website: http://theannuityman.com/

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