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“Fun With Annuities” The Annuity Man Podcast

Jul 27, 2022

In this episode, The Annuity Man discussed:

  • Limit on annuities 
  • Putting everything on an annuity 
  • How much should you invest in annuities? 
  • Why an application could get denied 


Key Takeaways: 

  • For most financial products, you can get as much as you want, but there is a limit on what you can get with annuities, and that’s a good thing. 
  • You’ll get denied if you want to put everything you have on an annuity. The only way to go through is if the agent filled in the application incorrectly or falsely. 
  • The annuity industry prefers 50% of your investable assets, the maximum amount put into annuities of any type. When you fill out the application, the investable net worth is what the annuity company looks at. 
  • The vast majority of carriers will not accept the annuity if it’s not suitable - if it doesn’t solve a specific goal - and if it’s too much of your overall investable assets. They will decline the application, and they will not accept the money.


"Annuities - I think is the only financial product that you can’t go all in with. With the annuity industry, they will not allow you to do that, and that’s a good thing. " —  Stan The Annuity Man


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