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“Fun With Annuities” The Annuity Man Podcast

Oct 15, 2019

In this episode, The Annuity Man discusses: 

  • Annuities can be held inside of IRAs, Roth IRAs, and Non-IRA accounts 
  • Legacy & contractually leveraged strategies 
  • Customized solutions for your specific situation 
  • How to use contractual guarantees with combination strategies 


Key Takeaways: 

  • Annuities are contractual mathematical solutions 
  • There’s no ROI (Return On Investment) until you die 
  • How to transfer from one annuity to another without tax consequences 
  • How to contractually “handcuff your beneficiaries” using annuity strategies 


"All annuity quotes for lifetime income guarantees are customizable and should be shopped with all carriers." —  The Annuity Man 


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YouTube: Stan The Annuity Man 

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