In this episode, The Annuity Man discusses:

• The different types of annuities and how they can work for you in retirement.
• Understanding your specific goals and needs.
• Customizing your annuity for your individual needs.
• Combining an income floor with your social security.

Key Takeaways:

• Upfront bonuses are just part of the contractual guarantee, not free money.
• Solve for the specific situation, no one annuity will fill every need.
• If an agent is steering you to a one-product solution, you should be hesitant.
• Lifetime income is primarily based on your life expectancy at the time you take the payment. Interest rates play a secondary role.

"The best annuity type for retirement really comes down to your situation. There is no one size fits all." — 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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