Meet the man who pioneered one of the biggest developments in the retirement planning industry. Curtis Cloke, a financial professional of 30 years and the man who's credited with pioneering the Deferred Income Annuity, or DIA as it's called. In this interview, Curtis shares the story of how he developed the game changing retirement tool and gives an example of the "Buy Income, Chase Alpha" strategy which allowed him to generate $82,000 a year of Guaranteed Income, and invest more aggressively with the remaining savings he has, instead of tying it up in the market.
Watch the Interview on Youtube for Visuals - https://youtu.be/ISuazQCD1bQ
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Connect with Curtis Cloke: Website - https://curtiscloke.com/
Software - https://curtiscloke.com/retirement-nextgen.html
Email - mgebhardt@thriveincome.com
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Chapters:
00:00 Interview Teaser
01:18 Curtis Cloke: Retirement Industry Legend
03:42 The 1999 Discovery
05:08 Deferred Income Annuity (DIA)
13:30 How the DIA Was Named and Developed
20:45 Timber Harvesting
23:05 Why Doing the Right Thing Pays Off Long-Term?
28:12 Legacy vs. Money in Financial Services
36:15 Guaranteed Retirement Income Early
39:35 Diversification and Insurance Company Protections
42:10 Why Annuities Are So Misunderstood?
43:35 Fisher Investments vs. Annuities Debate
45:20 Problem With Calling All Annuities “Bad”
50:05 42 Different Types of Annuities
54:35 Responding to Dave Ramsey’s Criticism
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*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
