Player FM 앱으로 오프라인으로 전환하세요!
047: Annuity News: Vanguard Annuities Now with Transamerica
Manage episode 286917143 series 2798004
In this episode, The Annuity Man discusses:
- The original purpose of a variable annuity.
- The mess that has been caused by Transamerica now taking over these Vanguard annuities.
- Being careful about companies offering upfront bonuses on annuities.
- Holding on and not making rash decisions.
Key Takeaways:
- Transamerica is the company that is now servicing all of the annuities that were purchased at Vanguard.
- Annuity companies are more regulated than banks.
- Don’t make rash decisions because you are having a hard time currently getting a hold of your annuity company during a transition period.
- The agents at Transamerica are on your side and want to help just be patient.
"Anytime you transfer from one annuity to another, during the application process, you have to prove, contractually, that it's a better deal for you to go from one to the other." — Stan The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals
YouTube: Stan The Annuity Man
281 에피소드
Manage episode 286917143 series 2798004
In this episode, The Annuity Man discusses:
- The original purpose of a variable annuity.
- The mess that has been caused by Transamerica now taking over these Vanguard annuities.
- Being careful about companies offering upfront bonuses on annuities.
- Holding on and not making rash decisions.
Key Takeaways:
- Transamerica is the company that is now servicing all of the annuities that were purchased at Vanguard.
- Annuity companies are more regulated than banks.
- Don’t make rash decisions because you are having a hard time currently getting a hold of your annuity company during a transition period.
- The agents at Transamerica are on your side and want to help just be patient.
"Anytime you transfer from one annuity to another, during the application process, you have to prove, contractually, that it's a better deal for you to go from one to the other." — Stan The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals
YouTube: Stan The Annuity Man
281 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.