"Fun With Annuities" The Annuity Man Podcast

045: Fixed Index Annuities - Are They a Good Investment?


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In this episode, The Annuity Man discusses:

  • Understanding how a fixed index annuity works, rather than how it is pitched.
  • The dangers in backtested numbers (and why they should be illegal in all 50 states).
  • Stripping away the complication of the fixed index annuity.
  • Shopping around for your annuity and asking for a specimen policy.

Key Takeaways:

  • Fixed index annuities can be used as an efficient and cost-effective delivery system for the income rider guarantee.
  • The renewal rate is where the game is played with index annuities.
  • There are over 700 index options currently available.
  • If you want market growth, never buy an annuity.

"Fixed indexed annuities are a good investment if you fully understand how to use them, and fully understand how they are designed, and fully understand the realistic return expectations you should have." — Stan The Annuity Man

Connect with The Annuity Man:

Website: TheAnnuityMan.com

Email: [email protected]

Book: Owner's Manuals

YouTube: Stan The Annuity Man

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

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