The 2 Questions That Make Annuities Simple: Shootin' It Straight With Stan

“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man discussed:

• Annuities solve for PILL

• Two questions that make annuities simple

• Commoditizing annuities

Key Takeaways:

• Annuities are simple; they’re a transfer of risk contract that primarily solves four things: principal protection, income for life, legacy, and long-term care. You don't need an annuity if you don’t need to solve for any of those four items.

• You need to answer two questions when you consider buying annuities: “What do you want the money to contractually do?” and “Where do you want those contractual guarantees to start?”

• When you only focus on the contractual guarantees of the contract, it commoditizes the annuity type. Then, you can shop all carriers for the highest contractual guarantee for your specific situation.

"What do you want the money to contractually do, and when do you want those contractual guarantees to start? Your answers to those two questions determine the product that will provide the highest contractual guarantee for your specific situation. That's simple, isn't it?" — Stan The Annuity Man.

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: [e-mail]

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

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

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