Why I Call Myself The Annuity Caddie
Just like a caddie helps golfers choose the right club for each shot, I help clients select the right annuity strategy for their retirement journey.
When I started in the financial industry, I noticed something interesting - people were intimidated by annuities. The terminology, the options, the fine print... it all felt overwhelming. But these same people could spend hours talking about their golf game without missing a beat.
That's when it hit me. A caddie doesn't just carry clubs - they're a trusted advisor who knows the course, understands the conditions, and helps you make the right choice for every situation. That's exactly what I do with annuities.
The Caddie Approach:
- Know the Course: I understand the retirement landscape and what challenges lie ahead - Read the Conditions: Market volatility, interest rates, and economic factors all play a role - Choose the Right Club: Not every annuity is right for every situation - Support Your Game: I'm there throughout your entire retirement journey
Whether you're a scratch golfer or just starting out, you deserve a caddie who has your back. That's what I'm here for.
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About the Author
Jed Monsen — The Annuity Caddie
Jed Monsen is the founder of Today Financial Agency and an income specialist licensed to help retirees across the U.S. build guaranteed retirement income. He works through the math with clients like a caddie reads a course — one hole at a time, no pressure.