• Fidelity Annuities Vs. Atlas Annuity Strategy

  • May 17 2024
  • Length: 16 mins
  • Podcast
Fidelity Annuities Vs. Atlas Annuity Strategy cover art

Fidelity Annuities Vs. Atlas Annuity Strategy

Listen for free

View show details

  • Summary

  • 00:29 Big brokerage houses like Wells Fargo and Fidelity offer limited options for annuities, mainly variable annuities. 01:52 Fidelity is a top seller of annuities, but having access to only a few companies limits options for clients. 03:24 Fidelity offers limited annuity options, while the market has around 200 different companies with various products. 05:29 Immediate annuities like SPIA and deferred income annuities (DIA) have limitations in terms of start date flexibility. 07:29 Using strategy can enhance annuity benefits, such as getting higher income by splitting funds between different annuities. 10:26 ️ Small differences in annuity strategies can lead to significant variations in long-term income outcomes. 13:58 Funding an annuity versus using a strategy can result in notable differences in the amount of guaranteed income.
    Show more Show less
Personal Finance Economics
Show more Show less

What listeners say about Fidelity Annuities Vs. Atlas Annuity Strategy

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.ca reviews

Amazon Reviews
No reviews are available