Ep 91: Leah Brandt: Secrets Behind the Application Process With The Annuity Man

“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man discusses:

• How the application process has changed with changing and evolving technologies.
• Putting your trust and money with the carrier (and choosing your carrier wisely).
• Time frames on buying an annuity.
• Frustrations in the application and annuity process.
• The future of direct to consumer annuities.

Key Takeaways:

• All of your information is kept secure and is only seen by the people who need to see it.
• Utilizing Zoom for a video call makes everything secure and easier for everyone involved in the annuity application process.
• With qualified funds, it must transfer from company to company with the correct forms.
• Insurance companies are trying to make it easier, but they tend to be slower about it. The process may take a bit longer than you think it is going to take.

"The comment I get quite a bit is, ‘Wow, that was way easier than I thought it was going to be!’ When doing an application, there are a lot of pages to do, but you don't have to do them yourself. We're doing the pages. We're just asking you questions and you're answering them." — Leah Brandt

 

Connect with Leah Brandt:

Website: https://theannuityman.com

LinkedIn: https://www.linkedin.com/in/leah-brandt-b383077/

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: [e-mail]

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

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