Don't Buy a DIA! Use This MYGA In...
Don't Buy a DIA! Use This MYGA Income Strategy Instead (Case Study)

Retire For Less With The Annuity Expert por Shawn Plummer

Notas del episodio

If you are trying to bridge an income gap in early retirement (for example, generating income from age 57 to 67 before your Social Security kicks in), you might be looking into a Deferred Income Annuity (DIA). But is that actually your best option?

In this video, Shawn Plummer from The Annuity Expert breaks down a real-life case study of a 51-year-old client who wanted to guarantee a 10-year income stream in the future. Shawn explains why DIAs are often dangerously rigid, highlighting a massive "gotcha" that could allow the insurance company to keep your money if you pass away before payments start!

Instead, Shawn reveals a far superior strategy: putting your money into a high-yield Multi-Year Guaranteed Annuity (MYGA) to capture guaranteed growth first, and then executing an optional annuitization later. You will also learn why Guara ... 

Leer más
Palabras clave
mygamulti-year guaranteed annuity deferred income annuitiesdia