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“Fun With Annuities” The Annuity Man Podcast

Jan 31, 2020

In this episode, The Annuity Man discusses: 

  • Why he offers both personal service and do-it-yourself choices
  • How all annuity types are commodities
  • Why you should make your decision solely on the contractual guarantees
  • Why he believes annuities should be bought, not sold   


Key Takeaways: 

  • Take your time and make the decision on your terms and your timeframe
  • By law, you have to speak with a licensed agent at the end of the process to make sure that the recommendation is suitable and appropriate for your specific situation
  • You should quote all carriers to find the highest contractual guarantee
  • Create your own “statement of understanding” for the agent to sign



"Buying annuities is like buying a plane ticket. You punch in your specific numbers in order to find the best price." —  The Annuity Man 


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