Ep 1: Annuities 101
Play • 19 min

On the first episode of the show, Trent and Brad share some of their goals for the podcast and explore the ins and outs of the different types of annuities available to investors. They'll give some real world examples of how annuities get used in client portfolios and also discuss why these products are sometimes controversial.

Key Points: 0:38 - Some of the goals of the podcast.

1:34 - How Trent plans to spice the show up a little bit.

2:06 - Previewing the conversation about annuities.

3:16 - A review of immediate annuities.

7:22 - Brandon introduces us to the fixed annuity.

8:51 - Why it's important to understand the complexities of a variable annuity.

11:13 - The final annuity to explore is an indexed annuity or commonly called a fixed-indexed annuity.

12:13 - Trent gives an example of how an indexed annuity would work in the real world.

14:00 - Why you have to be careful about giving up control for some of the nice benefits of annuities.

14:43 - Trent and Brad give additional examples of where annuities have made sense to include in client portfolios.


Email: office@bradshawfp.com

Call: 704-216-2260

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