The Alternative to a 10 Year Peri...
The Alternative to a 10 Year Period Certain Annuity

Retire For Less With The Annuity Expert por Shawn Plummer

Notas del episodio

Are you thinking about buying a 10-Year Period Certain Annuity to bridge the income gap while you wait to claim Social Security? Before you hand over your lump sum and permanently lock up your cash, you need to see this alternative strategy!

In this video, Shawn Plummer from The Annuity Expert shares a brilliant way to "have your cake and eat it too." A standard period certain annuity is irrevocable—the insurance company simply trickles your money back to you with a tiny bit of interest, and after 10 years, the contract is completely over. Plus, you have zero access to your cash if a massive emergency hits!

Instead, Shawn reveals a powerful strategy using a Fixed Index Annuity (like the Athene Agility 10). By taking your 10% penalty-free withdrawals every year for the first 10 years, you completely recoup your initial investment. Then ... 

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