Episode 13: What Annuities Do I Have?

A question I often hear is, “What annuities do you have?” It sounds straightforward, but it’s really the tip of the iceberg when it comes to planning your financial future. Behind this question lies a bigger, more important one: “Which annuity is right for me?”

Here’s the deal: I have access to a broad spectrum of annuities from over 200 companies. It’s likely you haven’t heard of most of these.

However, having a vast selection isn’t the point. The key is identifying the annuity that aligns with your specific needs and goals. In my practice, I’ve matched clients with a diverse range of annuities, each chosen for how well it suited the individual’s financial objectives.

The common misconception might be that there’s a one-size-fits-all answer, but the reality is far from it. Every individual’s financial situation, goals, and concerns are unique, which is why the approach to choosing an annuity should be just as personalized.

Instead of a broad pitch, my focus is on understanding who you are, what your financial journey looks like, and where you want to go. This understanding allows us to explore together which annuity options might serve you best. It’s not about selling you an annuity; it’s about providing the information and guidance you need to make an informed choice.

There’s often worry about being pitched the same product you’ve heard about elsewhere. Rest assured, my approach is different. Before we even talk about specific annuities, we’ll discuss what you’re looking to achieve with your investment. This isn’t about pushing products. It’s about solving problems and meeting your financial needs.  It’s about creating a strategy.

In essence, the variety of annuities I offer isn’t the focus. The real question we should be asking is, “What’s the purpose of your money, and how can an annuity help achieve that purpose?” From there, we can narrow down the options, ensuring that whatever choice you make is informed, tailored to you, and in your best interest.

Remember, there are no inherently “bad” annuities, just poorly matched ones. With the right information and a clear understanding of your goals, we can find the annuity that’s a perfect fit for your financial landscape.

In the podcast episode, I go much deeper into how I make my recommendations, so be sure to give it a watch or listen, and if you’d like a real, objective look at your situation, use the “Schedule a Call” button to get on my calendar.

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