Running Things with Kimsey Hollifield

Annuities 101 < Everything You Need To Know, (PART 1)

May 02, 2023 Kimsey Hollifield Season 1 Episode 2
Annuities 101 < Everything You Need To Know, (PART 1)
Running Things with Kimsey Hollifield
More Info
Running Things with Kimsey Hollifield
Annuities 101 < Everything You Need To Know, (PART 1)
May 02, 2023 Season 1 Episode 2
Kimsey Hollifield

Hi, I'm Kimsey Hollifield. Thank you for watching. To learn more about Hollifield Financial Group, visit https://www.hollifieldfinancial.com.

Follow us on social:
https://www.facebook.com/hollifieldfinancialgroup
https://www.instagram.com/hollifield.financial.group

#wealth #retirement #lifestyle #annuities

***

Video Chapters
00:00 Start
00:07 Video Intro
00:17 Annuities Intro
00:49 Immediate Annuity
01:15 They Are Irrevocable / Income Stream
01:41 Deferred Annuities 
01:48 3 Types of Deferred Annuities
02:05 Fixed Annuities
02:53 There Are No Fees
04:06 They Are Tax Deferred
04:36 Fixed Indexed Annuity
04:54 No Annual Fees (Typically)
05:12 10% Access Per Year
05:40 "Indexed"
05:41 Stock Market
07:12 "Cap" Definition
08:20 Variable Annuity
08:30 Suze's Opinion
09:25 Video Recap
10:08 Video Outro
10:21 Disclaimers

***

Interested in learning more? Visit us at https://www.hollifieldfinancial.com/ or give us a call at (843) 400-3022.

Show Notes

Hi, I'm Kimsey Hollifield. Thank you for watching. To learn more about Hollifield Financial Group, visit https://www.hollifieldfinancial.com.

Follow us on social:
https://www.facebook.com/hollifieldfinancialgroup
https://www.instagram.com/hollifield.financial.group

#wealth #retirement #lifestyle #annuities

***

Video Chapters
00:00 Start
00:07 Video Intro
00:17 Annuities Intro
00:49 Immediate Annuity
01:15 They Are Irrevocable / Income Stream
01:41 Deferred Annuities 
01:48 3 Types of Deferred Annuities
02:05 Fixed Annuities
02:53 There Are No Fees
04:06 They Are Tax Deferred
04:36 Fixed Indexed Annuity
04:54 No Annual Fees (Typically)
05:12 10% Access Per Year
05:40 "Indexed"
05:41 Stock Market
07:12 "Cap" Definition
08:20 Variable Annuity
08:30 Suze's Opinion
09:25 Video Recap
10:08 Video Outro
10:21 Disclaimers

***

Interested in learning more? Visit us at https://www.hollifieldfinancial.com/ or give us a call at (843) 400-3022.