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The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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047: Annuity News: Vanguard Annuities Now with Transamerica

23:17
 
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Manage episode 286917143 series 2798004
The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

Get a Quote Today!

  continue reading

281 에피소드

Artwork
icon공유
 
Manage episode 286917143 series 2798004
The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

Get a Quote Today!

  continue reading

281 에피소드

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