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“Fun With Annuities” The Annuity Man Podcast


Mar 16, 2021

In this episode, The Annuity Man discusses: 

  • The different types of annuities and how they can work for you in retirement. 
  • Understanding your specific goals and needs. 
  • Customizing your annuity for your individual needs. 
  • Combining an income floor with your social security. 

 

Key Takeaways: 

  • Upfront bonuses are just part of the contractual guarantee, not free money.
  • Solve for the specific situation, no one annuity will fill every need. 
  • If an agent is steering you to a one-product solution, you should be hesitant. 
  • Lifetime income is primarily based on your life expectancy at the time you take the payment. Interest rates play a secondary role. 

 

"The best annuity type for retirement really comes down to your situation. There is no one size fits all." —  Stan The Annuity Man 

  

Connect with The Annuity Man: 

Website: TheAnnuityMan.com 

Email: Stan@TheAnnuityMan.com 

Book: Owner’s Manuals 

YouTube: Stan The Annuity Man 

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