Kerry Pechter: How Annuities Fit Into the Retirement Income Puzzle

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 5 May 2021

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and columnist unpacks the benefits and limitations of annuities in an era of ultralow yields.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview.
0:34.8	I'm Christine Ben's Director of Personal Finance for Morningstar.
0:38.4	And I'm Jeff Battack, Chief Ratings Officer for Morningstar Research Services. Our guest on the podcast today is
0:44.1	Keri Pector. He is the editor and publisher of Retirement Income Journal, which he launched in 2009
0:50.7	to provide unconflicted news and analysis to the annuity and financial advice industries.
0:56.7	RIJ recently celebrated its 500 issue.
1:00.5	Kerry is also the author of Annuities for Dummies and two other nonfiction books.
1:05.5	He has been an editor of Annuity Market News, a writer in Vanguard's individual annuity marketing
1:10.5	department, a senior editor
1:12.4	at Rodale Press, and a reporter for the Billings Montana Gazette.
1:16.7	Carrie, welcome to the Longview.
1:19.1	Thank you for inviting me, Christine.
1:21.5	Well, it's great to have you here.
1:23.1	We wanted to start by talking about retirement income journal, which you founded. What prompted you to
1:29.4	start the publication and what audiences are you trying to serve with the website? The origin
	...

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