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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

  

 

Connect with The Annuity Man: 

Website: http://theannuityman.com/ 

Email: Stan@TheAnnuityMan.com 

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g 

Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!