Avoiding Common Pitfalls With Annuity Purchases: Shootin’ It Straight With Stan

“Fun With Annuities” The Annuity Man Podcast

Контент предоставлен The Annuity Man. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The Annuity Man или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

3M ago 8:00

MP3•Главная эпизода

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!

336 эпизодов

#Trading #Higher Education #Business #Financial #Income #Planning #Retirement #Stantheannuityman #Podcasting Education #Annuity Man #Advisors #Annuity