1. EachPod

Don’t Buy Annuity Hypothetical Returns: Shootin' It Straight With Stan

Author
The Annuity Man
Published
Wed 28 Feb 2024
Episode Link
https://theannuityman.libsyn.com/dont-buy-annuity-hypothetical-returns-shootin-it-straight-with-stan

In this episode, The Annuity Man discussed: 

  • Annuities are contracts 

  • How Indexed Annuities should be used 

  • Don’t buy an annuity for market returns 

 

Key Takeaways: 

  • To say that something is “guaranteed and backtested” means that there is nothing guaranteed at all. Annuities are contracts, buy them for what they will do and not what they might do. 

  • Indexed Annuities have the potential to go down in value, but they can be used as an efficient delivery system for guaranteed lifetime income through an income rider attachment. 

  • If you want market returns, never buy an annuity. Annuity solves for four things: Principal protection, Income for life, Legacy, and Long-term care. 

 

"Do not buy the annuity dream because you're gonna own the contractual reality." —  Stan The Annuity Man. 

 

Connect with The Annuity Man: 

Website: http://theannuityman.com/ 

Email: [email protected] 

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! 

Share to: