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“Fun With Annuities” The Annuity Man Podcast

Jun 1, 2021

In this episode, The Annuity Man discusses: 

  • The historical journey of indexed annuities and how they’ve gotten to where they are today. 
  • The questions to ask your advisor about your indexed annuities. 
  • The golden rule of annuities - they have the gold, so they make the rules. 
  • The problems with backtested numbers. 


Key Takeaways: 

  • For anyone to say market upside with no downside or market participation with principal protection is misleading and blatantly false.
  • If you get a big bonus with an annuity, you’re paying for it. You’re financing it over time (it’s not being given away by the annuity company).
  • You need to understand why you want an indexed annuity before you shop for an indexed annuity. 
  • All annuity commissions are built into the cost, but they are hidden from the client. 


"I think backtested numbers should be illegal. I think the stuff they put in brochures should be illegal. And here's why - because if you're looking at it now, you've already missed it." —  Mr. FIA-X



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