EPISODE · Oct 15, 2019 · 23 MIN
009: How do Interest Rates affect different Annuity Types?
from "Fun With Annuities" The Annuity Man Podcast
In this episode, The Annuity Man discusses: How interest rates affect each annuity type How life expectancy and interest rates work with each income annuity type What is the interest rate benchmark that the annuity industry follows What specific strategies to use instead of trying to "time" interest rates Key Takeaways: With lifetime income guaranteed strategies, life expectancy is the primary pricing mechanism Interest rates play a secondary pricing role with lifetime income guaranteed strategies The US 10 Year Treasury Note is the "bogey" for the annuity industry No one on the planet can predict interest rate movement "Trying to time interest rates with annuities is like trying to nail Jell-O to a wall." — The Annuity Man Connect with The Annuity Man: Website: TheAnnuityMan.com Email: [email protected] Book: AnnuityMan Owner's Manuals YouTube: Stan The Annuity Man Get a Quote Today!
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009: How do Interest Rates affect different Annuity Types?
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