In this episode, The Annuity Man discussed: 

• Annuities are contracts 

• How Indexed Annuities Should Be Used 

• Don’t buy an annuity for market returns 

 

Key Takeaways: 

• To say that something is “guaranteed and backtested” means that there is nothing guaranteed at all. Annuities are contracts; buy them for what they will do and not what they might do. 

• Indexed Annuities have the potential to go down in value, but they can be used as an efficient delivery system for guaranteed lifetime income through an income rider attachment. 

• If you want market returns, never buy an annuity. Annuity solves for four things: Principal protection, Income for life, Legacy, and Long-term care. 

 

"Do not buy the annuity dream because you're gonna own the contractual reality." —  Stan The Annuity Man. 

 

Connect with The Annuity Man: 

Website: http://theannuityman.com/ 

Email: [email protected] 

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g 

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