Avoiding Common Pitfalls With Annuity Purchases: Shootin’ It Straight With Stan “Fun With Annuities” The Annuity Man podcast

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“Fun With Annuities” The Annuity Man Podcast »
Avoiding Common Pitfalls With Annuity Purchases: Shootin’ It Straight With Stan

3d ago 8:00

MP3•Beranda episode

In this episode, The Annuity Man discussed:

Focusing on contractual guarantees
What annuities solve for
Common annuity pitch traps

Key Takeaways:

Avoid non-guaranteed hypotheticals and focus on contractual guarantees when considering annuities.
Buy annuities for specific needs like principal protection, income, long-term care, or legacy, not for market returns.
Be wary of urgency sales pitches, steak dinner seminars, advisors behaving like friends, backdated performance illustrations, promised market participation with no downside, upfront bonuses, and showing other clients' accounts as proof of returns.

"Do not fall for market upside but no downside. Do not fall for market participation with principal protection. All those yummy sales pitches that look like they should go on a t-shirt. Do not fall for that. Do not fall for the upfront bonus." — Stan The Annuity Man.

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!

321 episode

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