• What Happens When You Buy an Annuity

  • 2025/03/21
  • 再生時間： 11 分
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What Happens When You Buy an Annuity

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  • You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by step. From submitting the application to funding the annuity and activating your benefits, I explain what to expect and when.

    We’ll cover:

    • Why your advisor never touches your money
    • How direct rollovers protect you from unexpected taxes
    • When you’ll get your policy and how to set up your online access
    • What your “free look” period means and why it matters

    Whether you’ve already bought an annuity or are still thinking about it, this episode will help you feel more confident and prepared.

    Want help with your own retirement plan? Visit AtlasAnnuity.com to schedule a call.
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あらすじ・解説

You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by step. From submitting the application to funding the annuity and activating your benefits, I explain what to expect and when.

We’ll cover:

  • Why your advisor never touches your money
  • How direct rollovers protect you from unexpected taxes
  • When you’ll get your policy and how to set up your online access
  • What your “free look” period means and why it matters

Whether you’ve already bought an annuity or are still thinking about it, this episode will help you feel more confident and prepared.

Want help with your own retirement plan? Visit AtlasAnnuity.com to schedule a call.
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