Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
075: John Lenz: The Annuity Mechanic says Live, Die...or Quit
Manage episode 302755635 series 2798004
In this episode, The Annuity Man and John Lenz discuss:
- How people reacted to the new payroll tax rule for LTC in Washington state.
- Live, die, quit - find out what that means
- Making mathematical decisions for your retirement
Key Takeaways:
- Live, die, quit. If you live, and you need long term care services, you’ll benefit. If you die, your family will benefit. If you quit, you’ll get your money back or some multiple or percentage of it depending on your plan.
- The benefit from where you’re coming from to where you’re going to - “the going to” has to be better mathematically.
"Can an annuity work in this situation?.. Yes… you can basically establish your own reserve. Instead of paying a tax every year, you can write a check to the insurance company, create a long-term care annuity" — John Lenz
Connect with John Lenz:
Website: https://www.lenzfinancial.com/
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!
280 tập
Manage episode 302755635 series 2798004
In this episode, The Annuity Man and John Lenz discuss:
- How people reacted to the new payroll tax rule for LTC in Washington state.
- Live, die, quit - find out what that means
- Making mathematical decisions for your retirement
Key Takeaways:
- Live, die, quit. If you live, and you need long term care services, you’ll benefit. If you die, your family will benefit. If you quit, you’ll get your money back or some multiple or percentage of it depending on your plan.
- The benefit from where you’re coming from to where you’re going to - “the going to” has to be better mathematically.
"Can an annuity work in this situation?.. Yes… you can basically establish your own reserve. Instead of paying a tax every year, you can write a check to the insurance company, create a long-term care annuity" — John Lenz
Connect with John Lenz:
Website: https://www.lenzfinancial.com/
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!
280 tập
Tất cả các tập
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.