Episode Details

In the news - Our hosts discuss an article that appeared in the Aiken Standard by Greg Roberts called "ON THE MONEY: Another look at indexed annuities". Mark, Will and Paul discuss Greg's look at the product as well as a not-so-positive review of agents who sell them. We then dive deep into caps and participation rates: two critical features to understand in order to explain how account values can grow. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer's needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.