In this episode, The Annuity Man discusses:

• Understanding the claims payability of the company that is offering the pension payment.
• Knowing what you want the money to contractually do.
• Owning an annuity for what it will do not what it might do.
• Telling what you want, not being told what you should do.

Key Takeaways:

• About 80% of the time, with a pension payment, the payments from the company will be larger than what any annuity company will pay you. Make sure to check your options carefully.
• Annuity quotes expire every 7-10 days and need to be requoted if they aren't locked in at the application process.
• Congratulations on getting to make this decision!

"Be very specific on what you want that money to do." — Stan The Annuity Man

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Website: TheAnnuityMan.com

Email: [email protected]

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