Episode 183: Scenarios for Using Annuities and Life Insurance

Apple PodcastsSpotifyAmazon MusicTuneIniHeartRadioPodbean
Apple PodcastsSpotifyGoogle PodcastsStitcheriHeartRadioTuneInSubscribe via RSSShareLeave a ReviewDownloadListen in a New WindowSoundCloudSubscribe on AndroidPlayer Embed

(Click the featured times below to jump forward in the episode)

Today’s Smart Money Question:

We love to talk on our show about different scenarios and questions we hear from clients in our office, and the topic of annuities and life insurance has come up quite a bit in recent weeks. You won’t find a lack of opinion on either of these two products, and they can get a little complicated.

We want to help you understand how those two investments work and what might be best for your financial future. The answers depend a lot on your specific situation, and we can help you figure out what’s right for you. Today we’ll take some specific scenarios that have come up during recent meetings and discuss how annuities and/or life insurance can be used.

On today’s show, here’s some of what you’ll learn:

  • What should you do with an older annuity? [4:36]
  • How should you handle an enhanced death benefit option? [8:56]
  • How should you handle life insurance when your spouse is much older or younger? [12:13]

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

 

Share This Post

More To Explore

Load More

GOT A SMART MONEY QUESTION?

Do you have a question that we haven’t covered yet? Just leave me a message and your question just might be on my next podcast!

Why Ask A Question?

Although everyone’s situation is different, your question might help hundreds of other people who are in the same boat. Don’t be afraid of the answers, be afraid of not asking the question!

What Do You Get?

The clearest answer I can give on how to address your retirement question and links to resources that may help you.

Don't Have A Microphone?

Just fill out the form below to ask your question!

SCHEDULE A TIME TO MEET

It’s fast and easy to make an appointment with Matt. You can start with a 30-minute conference call or meet in-person at the office in Malvern, PA.

Book Appointment

Contact

Privacy Policy

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Smart Money Questions and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. ©2018 All written content on this site is for information purposes only. Opinions expressed herein are solely those of Old Security Group and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee based financial planning and investment advisory services are offered by Old Security Group a Registered Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Old Security Trust Corp. Old Security Group and Old Security Trust Corp. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Pennsylvania, Delaware and Maryland or where otherwise legally permitted.