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“Fun With Annuities” The Annuity Man Podcast

Aug 10, 2021

In this episode, The Annuity Man and FIA-X discuss: 

  • Upfront bonuses on annuity and other bonuses to be wary of 
  • Looking for contractual guarantees in annuity contracts
  • Uncapped products and other “modifiers”
  • Monthly sum - what they’re actually saying


Key Takeaways: 

  • Buying an annuity for the upfront bonuses is like buying a car to get the stereo 
  • Stay smart out there. Companies are never a charity unless they state it, you’re never going to get free money. When someone is selling something for free, or saying they’ll give you money, be wary of that person. 
  • There’s no way you’ll find an uncapped product with 100% participation rate with no fees, where you put your money in them and just let it run. There is always a catch. 
  • Think about the downside. In a monthly sum, the downside is unlimited. They make it pretty, but you need to think about the facts. 


"Think about a magician… with sleight of hand, they distract you while they’re pulling your watch off. That’s exactly what bonuses are that they wiggle for you to miss the other things" —  FIA-X

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