The Truth on Annuities: You're Not Being Told the Full Story| Ep. 24

The Truth on Annuities: You're Not Being Told the Full Story| Ep. 24

From The Future of Finance by Marissa Wood

February 12, 2026 · 36 min

About this episode

This episode demystifies annuities, explaining their benefits and addressing common misconceptions.

Annuities are one of the most misunderstood words in finance—and in this episode of The Future of Finance, Marissa Wood and Lisa Green break down exactly what they are, how they've evolved (think cell phones!), and how they can help you lock in income for life, protect against market losses, and even cover long-term care. Whether you've heard horror stories or you're curious if annuities could fit into your retirement plan, this episode gives you real answers, real examples, and real clarity—without the industry jargon. 📞 Ready to explore what an annuity could look like in your plan? Schedule a free call: https://union-financial.com/https://www.union-financial.com [https://www.union-financial.com/] 🔍 What You'll Learn: * What annuities really are (not the scary kind you've heard about) * Why they're gaining popularity with all age groups * The difference between fixed, indexed, and variable annuities * How to get guaranteed income for life * Why many clients feel peace of mind (and live longer!) after buying one 💬 Question for You Have you ever considered an annuity—or do you think they're all bad? Drop your thoughts and questions in the comments! 👍 Like, subscribe, and share…

People in this episode

Host: Marissa Wood

Guest: Lisa Green

Topics covered

  • annuities
  • retirement planning
  • financial education
  • income for life
  • market protection

Keywords

  • annuities
  • fixed annuities
  • indexed annuities
  • variable annuities
  • retirement income

Mentioned in this episode

Organizations: Union Financial

More episodes of The Future of Finance

Explore listener stats, chart rankings, contacts and more on the The Future of Finance podcast page.