The Ultimate Checklist to Choosing Your Annuity

I Love Annuities

🚀 📖 Get Your FREE Customized Annuity Rates Report! → https://annuityassociation.com/podcast-annuity-reportSchedule Annuity Discovery Meeting Here: https://calendly.com/annuityassociation/podcast-annuity-discoveryIn episode #7 of the I Love Annuities Podcast, The Annuity Dudes—Jeremiah Konger and Zachary Van Es—reveal "The Ultimate Checklist for Choosing Your Annuity." Whether you're approaching retirement or already retired, this essential step-by-step guide helps you confidently select an annuity tailored specifically for your income or growth objectives.This episode covers:✅ How to select the right, independent annuity advisor✅ Defining your annuity objective: Income vs. Growth✅ Detailed multi-point inspection checklists✅ Understanding annuity application and transfer processes✅ Importance of annual annuity performance reviewsMake sure your annuity aligns with your retirement goals, lifestyle, and legacy—without sales pitches or surprises.Timestamps:0:00 – Intro1:15 – Step 1: Choosing the Right Advisor4:45 – Step 2: Define Your Objective - Income or Growth?6:30 – Step 3A: Income Goal – Multi-Point Inspection Checklist10:45 – Step 3B: Growth Goal – Multi-Point Inspection Checklist15:15 – Step 4: Application & Transfer Process Explained17:30 – Step 5: Commit to Annual Performance Reviews20:10 – Final Recap & Thoughts22:00 – Outro📚 Additional Resources:Annuity Rate WatchCannexAnnuities GeniusThe Index Standard🔑 Keywords: annuities, retirement planning, annuity checklist, income annuity, growth annuity, retirement income, financial advisor, annuity advisor, retirement strategy#Annuities #RetirementPlanning #FinancialFreedom #IncomeAnnuities #GrowthAnnuities #TheAnnuityDudes #FinancialAdvisor #RetirementGoals