"Fun With Annuities" The Annuity Man Podcast

025: How To Shop For An Annuity To Get The Best Deal


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In this episode, The Annuity Man discusses:

  • Why he offers both personal service and do-it-yourself choices
  • How all annuity types are commodities
  • Why you should make your decision solely on the contractual guarantees
  • Why he believes annuities should be bought, not sold

Key Takeaways:

  • Take your time and make the decision on your terms and your timeframe
  • By law, you have to speak with a licensed agent at the end of the process to make sure that the recommendation is suitable and appropriate for your specific situation
  • You should quote all carriers to find the highest contractual guarantee
  • Create your own "statement of understanding" for the agent to sign

"Buying annuities is like buying a plane ticket. You punch in your specific numbers in order to find the best price." — The Annuity Man

Connect with The Annuity Man:

Website: TheAnnuityMan.com

Email: [email protected]

YouTube: Stan The Annuity Man

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"Fun With Annuities" The Annuity Man PodcastBy The Annuity Man

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