Podcast #10: How to create a Guaranteed Income Floor?


In this episode, The Annuity Man discusses:

  • What an income floor is and why it should matter to you
  • Creating an income floor for your specific situation
  • Laddering and structuring strategies that contractually work
  • Income Flooring is customizable to fit your specific situation

Key Takeaways:

  • Two Key Questions: 1) What do you want the money to contractually do?…..2) When do you want those contractual guarantees to start?
  • Quotes can be “reverse engineered” to solve for a specific income dollar amount
  • Quote all carriers to find the highest contractual guarantees for your specific situation
  • Pension payments, Social Security payments, and Annuity payments all provide income you can never outlive

Annuities are the only product on the planet that offer a contractually guaranteed lifetime income stream… regardless of how long you live.

The Annuity Man