In this episode, The Annuity Man and Pam Krueger discuss: 

• Finding fiduciary financial advisors 

• Customizing an annuity according to your goal 

• Rejecting pushy pitches from agents 

• Avoiding costly mistakes through education 

 

Key Takeaways: 

• Seek independent, fee-only, fiduciary advisors focused solely on your interests, not commissions or product sales. 

• Avoid one-size-fits-all annuity recommendations; annuities should be evaluated based on individual needs and financial situations.

• Take advantage of the one-year do-not-solicit period after rolling over a 401(k) to an IRA to avoid urgent pitches from agents pushing specific products.

• Thoroughly educate yourself, analyze the product, and seek a second opinion before committing large sums to annuities to avoid costly mistakes.

 

"People know when they're looking for advice, they want a fiduciary. They want someone who's fee-only because they want someone who works only for them, not someone who sells insurance or sells mutual funds" —  Pam Krueger

 

Connect with Pam Krueger:

Website: https://wealthramp.com/ | https://www.pamkrueger.com/ 

LinkedIn: https://www.linkedin.com/in/pamkrueger/ 

Twitter: https://twitter.com/PamkruegerTV 

 

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 

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!