Nov 24, 2020
In this episode, The Annuity Man
- Determining if you need an annuity.
- Annuities are not one size fits all - they are
- Taking care with the annuity sales pitches that
are coming your way.
- Creating your Annuity Statement of
single day, over 10,000 Americans reach the age of 65.
determine if you need an annuity, ask yourself 2 questions: What do
you want the money to contractually do? When do you want those
contractual guarantees to start?
buy an annuity for market growth.
are no philanthropists at annuity companies giving away money. If
there is an upfront bonus, it is part of the contractual guarantee,
not free money.
"Annuities are commodity products. The best annuity
for you is the one that provides the highest contractual
guarantee." — The Annuity
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