Nov 17, 2020
In this episode, The Annuity Man
of annuities that are and are not transferable.
- Buying and transferring an annuity inside of an
transferring if it is in your favor (not the agent’s
Income Riders affect the transferability of your
can transfer from one IRA to another as a non-transferable event
(meaning no taxes) regardless of the type of
- Transferring your annuity is not always in your
best interest. Just because it is transferable does not mean you
should transfer it.
- Upfront bonuses to transfer your annuity is
never, ever, ever, a reason to transfer. Ever.
is no urgency to buy an annuity and there is no urgency to transfer
"You don’t transfer for transfer’s sake. You don’t
transfer because it sounds too good to be true. Remember, if it
sounds too good to be true, it is every single time."
— The Annuity Man
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