Episode
AI Annuity Advice: Don't Make This Costly Mistake
- Podcast
- The Atlas Annuity Podcast
- Published
- Mar 16, 2026
- Duration seconds
- 539
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Summary
Artificial intelligence can write essays, analyze data, and answer almost any question you throw at it. So it's no surprise that people have started asking AI about their retirement money. But here's the truth — AI annuity advice can actually be very helpful. Or it can be a very expensive mistake. And knowing the difference could save your retirement. In this episode, Marty Becker shares a real client story that sparked this conversation — a client who came to him ready to buy a specific annuity because AI recommended it. The problem? That product wasn't even available in their state. Marty then does something different — he actually asks AI three questions directly: When does it make sense to use AI for annuity advice? When does it NOT make sense? How will AI change the annuity industry in the future? The answers might surprise you. What you'll learn in this episode: Why AI is a great tool for learning about annuities — but a dangerous one for making decisions The difference between annuity education and annuity advice Why there's no such thing as "the best annuity" — and why AI doesn't know that What AI gets right, what it gets wrong, and what that means for your retirement If you're using AI to research your retirement options — this episode is a must listen before you make any moves.