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“Fun With Annuities” The Annuity Man Podcast

Dec 1, 2020

In this episode, The Annuity Man discusses: 

  • How life insurance and annuities differ, despite being sold by the same companies. 
  • The variance in the death benefits between life insurance and annuities. 
  • Ways in which life insurance and annuities can work together. 
  • Knowing what your goal is when buying life insurance and annuities. 


Key Takeaways: 

  • Annuities are issued by life insurance companies, but annuities and life insurance are different in terms of strategy, contractual guarantee, and transfer of risk.
  • Life insurance is the best return on investment that you’re never going to see because you’ll be dead. 
  • Annuities and life insurance are both unique in their categories - life insurance is the only product that provides a tax-free, lump-sum death benefit that passes outside of probate and annuities are the only product on the planet that can provide a lifetime income stream and pay regardless of how long you live. 
  • Annuities and life insurance are both contracts.


"You really should buy life insurance for the tax-free death benefit. " — Stan The Annuity Man 


Connect with The Annuity Man: 



Book: SPIA Owner’s Manual 

YouTube: Stan The Annuity Man 


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