In this episode, The Annuity Man discussed:

• The purpose of Fixed Index Annuities

• Buying only for contractual guarantees

• Why do some agents oversell Index Annuities

• Understanding contractual guarantees

Key Takeaways:

• Fixed Index Annuities are designed for principal protection and lifetime income, not market growth.

• Buy annuities only for contractual guarantees, not for upfront bonuses or agent projections.

• Index Annuities are complex products often oversold by agents for high commissions.

• Buyers should thoroughly understand contractual guarantees before purchasing Fixed Index Annuities.

"This is your money. Don't believe the hype, believe the contract and own an annuity for what it will do, not what it might do." — Stan The Annuity Man.

Connect with The Annuity Man:

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Email: [email protected]

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