What to Ask Before You Buy an Indexed Annuity | Sheryl J. Moore

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Sheryl J. Moore joins Brett A. Blake on Safe Money Radio for a walk through what she checks before buying an indexed annuity. Moore tells the story of her own 401(k) turning into a "201(k)" during the dot-com bust, and the conversation with her boss that led her to buy her first indexed annuity at age 29. She explains why the financial strength of the insurance company is her first shopping question, how risk pooling makes guaranteed lifetime income possible, and what to expect from an indexed annuity in real numbers. She also covers how an income rider differs from annuitization, why some firms avoid annuities, and why realistic expectations matter. Products discussed may not be suitable for everyone and are subject to state availability and individual suitability.

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Visit SafeMoneyRadio.com for every episode, and run your own numbers at brettblake.annuity.com.

Brett Blake:LinkedIn | Retirement Tools | Email

Guest Sheryl J. Moore:Website | LinkedIn | Wink, Inc.

DISCLAIMER

Safe Money Radio is for educational purposes only and does not constitute investment, tax, or legal advice. Products discussed may not be appropriate for everyone. Guarantees are backed solely by the claims-paying ability of the issuing insurance company. Guarantees are not government-backed or provided by Annuity.com, Inc. All annuity products are subject to state availability and individual suitability. Brett A. Blake is a licensed insurance agent (NPN 21086345; CA License 6013124, operating as Annuity.com Insurance Marketing; NY License LA-1860109, operating as Annuity.com Insurance Solutions) and may be compensated by commission if a listener purchases an annuity through him. Brett is not a CPA, tax attorney, or registered investment advisor. By reaching out through any Safe Money Radio channel or the WIYN calculator, listeners consent to be contacted by a licensed insurance agent regarding annuity products.

GUEST DISCLOSURE:

Sheryl J. Moore is President & CEO of Moore Market Intelligence and Founder & CEO of Wink, Inc. She is a licensed insurance agent who does not sell insurance products and does not endorse any specific company or product. She is not a CPA or tax attorney. Statements and figures attributed to Ms. Moore in this episode reflect her own on-air statements. Ms. Moore did not compensate Safe Money Radio, Brett A. Blake, or Annuity.com, Inc. for her appearance, nor did she receive compensation for appearing.

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What to Ask Before You Buy an Indexed Annuity | Sheryl J. Moore

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DISCLAIMER

Related Podcast

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