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In this episode, we ask:

• What is the goal or function of your money?
• What is important for your money for you?
• What do you want your money to do for your children and your legacy?
• What is a Fixed Indexed Annuity with an Income Rider?
• Have you heard Episode 23?
• How much went into Fixed Indexed Annuities in 2017?
• What are the positive characteristics of a Fixed Indexed Annuity?
• Would you like guaranteed income for life?
• What is the vocabulary?
• What does Fixed refer to?
• Do you want to choose the fixed allocation or the indexed allocation each year?
• What does Indexed refer to?
• How does the S&P 500 come into play?
• What is a cap?
• What is a spread?
• When is a cap useful? When is a spread useful?
• Are you actually investing in the market with an annuity?
• What happens if the S&P 500 drops?
• How does the annual reset help each year?
• Why in the world would any insurance company offer to do something like this?
• Does your cash actually belong to you?
• How can paper wealth vaporize?
• How can you grow your wealth safely?
• What does an Income Rider provide?
• How is income from annuitizing different from an income rider?
• How are you rewarded for waiting?
• What are the risks in retirement?
• How can you get growth on the money to keep up with inflation?
• How can you get protection from “living too long” or longevity risk?
• How can you move upstream with pay raises?
• How can you lock in the money you made last year?
• What are the benefits from income rider?
• What are the changes in the Consumer Price Index (CPI) over the last 8 years?
• How are annuities also known as “mailbox money”?
• What is the function of your money?
• Are you wrapped up in a product?
• What do you want your money to do for you?
• What’s the catch?
• Don’t you need a big lump sum to start an annuity?
• What are the age requirements?
• How is a Fixed Indexed Annuity compared to an Indexed Universal Life contract?
• Have you heard Episode 59? Episode 60? Episode 61?
• What can the Fixed Indexed Annuity provide?
• How is a spread different from an Assets Under Management Fee (AUM Fee)?
• How is this like a “private pension”?
• What about saving for your future?
• How do you fund a Fixed Indexed Annuity?
• Would you like to book a meeting?