You Saved the Money. Why Do You Still Worry? | Bart Catmull
You did the hard part. You saved for years, and you built something. So why does the worry still show up on the first of every month?
Description:
You did the hard part. You saved for years, and you built something. So why does the worry still show up on the first of every month?
In this episode of Safe Money Radio, host Brett Blake sits down with Bart Catmull, Former President and CFO of Sagicor Life Insurance Company and a 35-year veteran of the life insurance and annuity business. Bart has watched people reach retirement with plenty and still lose sleep. He watched it with his own father. Money, it turns out, does not buy calm. A plan does.
Bart explains what sits behind the income you plan to count on, how to tell if the company standing behind it is financially strong, why a little planning early tends to compound like interest, and why the smartest move under pressure is to slow down and take a breath. Plain language. No sales pitch. Just the questions worth asking before you make any decisions.
Run your own numbers with the free WIYN calculator at brettblake.annuity.com, which takes about three minutes. Ready to talk it through? Book a Retirement Clarity Session with Brett. Not a sales call. Not a slide deck. Your numbers, not ours.
Worry Less. Live Longer.
About the host
Brett A. Blake hosts Safe Money Radio and is the CEO of Annuity.com. He is 58, a Harvard MBA who will tell you the degree taught him almost nothing about retirement income. Before Annuity.com, he helped scale a business to nearly $1 billion in annual sales. He lives in Gilbert, Arizona, with his wife Erin, and asks the questions every retiree would ask if they had access to the right rooms.
About the guest
Bart Catmull is the Former President and CFO of Sagicor Life Insurance Company, with more than 35 years in the life insurance and annuity industry. He started out as a public accountant, then spent decades on the company side, serving as a Chief Financial Officer and later as a Chief Risk Officer. He helped build a small life insurance company into a business doing more than $400 million a year. Now retired himself, Bart also helps his mother and mother-in-law manage their own retirement, so he sees both the numbers and the human side of this work.
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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. Always consult a licensed professional before making financial decisions. Product availability varies by state. Our Agents are licensed to sell insurance products, including annuity products that guarantee retirement income based on the financial strength of the insurance company providing the product. Annuities may not be suitable for everyone. Guarantees are not government-backed or provided by Annuity.com, Inc. Annuity.com, Inc. is a licensed insurance agency. National Producer Number (NPN): 21086345. Licensed in all states where required by law. Doing business in Florida and California as "Annuity.com Insurance Marketing," CA License No. 6013124. In New York, licensed as Annuity.com Insurance Solutions, License No. LA-1860109.
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