Why BlackRock Is Suddenly Bullish on Annuities | Tom Hegna

Why BlackRock Is Suddenly Bullish on Annuities | Tom Hegna

From BetterWealth with Caleb Guilliams by BetterWealth Media

May 27, 2026 · 36 min · Episode 881

About this episode

Caleb Guilliams interviews retirement expert Tom Hegna about BlackRock's newfound support for annuities.

I sit down with Retirement expert and legend Tom Hegna to discuss the growing support for annuities, particularly the major asset management firm, BlackRock, who used to be critical of annuities and is now buying them in mass and promoting them. Watch the Interview on Youtube for Visuals - https://youtu.be/8mVpfq9MSuk Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Want Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault Learn More About BetterWealth: https://betterwealth.com Chapters: 00:00 - Interview Teaser 01:30 - BlackRock Supporting Annuities 03:11 - Psychology of Spending in Retirement 05:59 - The "Mini Miracle" of Annuities 08:27 - Addressing Common Misconceptions and Critics 09:37 - Integrating Life Insurance and Annuities 11:31 - Clarity Call for Entrepreneurs 12:20 - Health and Longevity Benefits 17:02 - Cautions and Risks in the Industry 21:01 - Legacy Planning and Kids 25:31 - State Guarantee Funds and Diversification 31:40 - Exposing "Fake…

People in this episode

Host: Caleb Guilliams

Guest: Tom Hegna

Topics covered

  • annuities
  • retirement planning
  • financial advice
  • investment strategies
  • life insurance

Keywords

  • BlackRock
  • annuities
  • retirement
  • financial planning
  • life insurance
  • investment

Mentioned in this episode

Organizations: BlackRock

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