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

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Manage episode 496017496 series 2798004
Content provided by The Annuity Man. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Annuity Man or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

  continue reading

369 episodes

Artwork
iconShare
 
Manage episode 496017496 series 2798004
Content provided by The Annuity Man. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Annuity Man or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

  continue reading

369 episodes

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