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“Fun With Annuities” The Annuity Man Podcast

Dec 28, 2021

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

  • Avoiding upfront bonuses 
  • Prioritizing the interests of the consumer 
  • Market-like returns 
  • The worst-case scenario for annuities 


Key Takeaways:  

  • Don’t let yourself be fooled by upfront bonuses and not everybody needs an income rider. Be reminded that the purpose of annuities is to transfer your risk.  
  • If you hear the sales pitch that you’ll get ‘market-like returns’, take your money and run. They don’t know what they’re talking about.  
  • Index annuities are not an investment, they're transfer risk, principle protection products because the worst-case scenario is that you don’t lose any money.  


“Don’t ever-ever-ever confuse features on an annuity with benefits. Never” —  Mr. FIA-X 


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