Preview Mode Links will not work in preview mode

“Fun With Annuities” The Annuity Man Podcast

Feb 9, 2021

In this episode, The Annuity Man discusses: 

  • What an index annuity is. 
  • Buying the contractual reality, not the dream. 
  • Why renewal rates are the key to index annuities. 
  • The importance of understanding what the renewal rates are and why they matter.


Key Takeaways: 

  • If you’re looking for an index annuity for accumulation, then you need to know about renewal rates. 
  • There is no renewal rate history on an index that has just been created. 
  • There is no reason not to send a specimen policy - annuities are contracts, so you might want to read it before you sign. 
  • Never, ever, ever base your decision on a backtested number. 


"Renewal rates with indexed annuities are the secret and hidden sauce that no one ever talks about, but that you and me need to talk about. " —  Stan The Annuity Man 


Connect with The Annuity Man: 



Book: Owner’s Manuals 

YouTube: Stan The Annuity Man 

Get a Quote Today!