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
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com