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“Fun With Annuities” The Annuity Man Podcast


Feb 23, 2021

In this episode, The Annuity Man discusses: 

  • Understanding how a fixed index annuity works, rather than how it is pitched. 
  • The dangers in backtested numbers (and why they should be illegal in all 50 states).
  • Stripping away the complication of the fixed index annuity. 
  • Shopping around for your annuity and asking for a specimen policy. 

 

Key Takeaways: 

  • Fixed index annuities can be used as an efficient and cost-effective delivery system for the income rider guarantee.
  • The renewal rate is where the game is played with index annuities. 
  • There are over 700 index options currently available. 
  • If you want market growth, never buy an annuity. 

 

"Fixed indexed annuities are a good investment  if you fully understand how to use them, and fully understand how they are designed, and fully understand the realistic return expectations you should have." —  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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