In this episode, The Annuity Man discusses:

• What is a FIA and how it works
• The history of FIAs
• The benefits and limitations of a FIA
• Where FIAs can fit in your portfolio

Key Takeaways:

• FIAs were introduced in 1995 to compete with CD (not market) returns
• Income Rider guarantees can be attached to most FIA policies
• FIAs are life insurance products, not securities
• Don't base your buying decision on back-tested proposal returns

"Don't buy the annuity dream, own the contractual reality." — The Annuity Man

Connect with The Annuity Man:

Website: TheAnnuityMan.com

Email: [email protected]

Book: FIA Owner's Manual

YouTube: Stan The Annuity Man

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