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“Fun With Annuities” The Annuity Man Podcast

Mar 23, 2022

In this episode, The Annuity Man discussed: 

  • Annuities are customizable 
  • An example of life with cash refund 
  • What does it mean to get a joint-life policy
  • Options and choices when getting an annuity 


Key Takeaways: 

  • A life-only contract means that the annuity company is on the hook to pay as long as you’re breathing, but the money goes away when you die. 
  • Life with cash refund means that you get paid while you’re alive, with some money going to your beneficiary when you die. 
  • A joint life policy means that you and your spouse will receive payments. When you die, their income continues uninterrupted and unchanged. 
  • There’s not just one annuity, there are many kinds, and there are also a lot of options when customizing your contract. 


"I want you to understand what you’re buying and how it works ‘cause remember, an annuity is a contract" —  Stan The Annuity Man.


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