In this episode, The Annuity Man discussed:

• Prioritizing safety and guarantees

• Selling only contractual commitments

• Using PILL to guide purpose

Key Takeaways:

• Annuities should focus on protecting principal and providing a reliable income. Strong insurance carrier backing ensures certainty and reduces risk. Avoiding speculative products maintains financial security for clients.

• Only offer annuities with contractual guarantees, not hypothetical promises. Market-based growth claims are often unrealistic and misleading. Contractual commitments provide clarity and protect client interests.

• PILL stands for principal protection, income for life, legacy, and long-term care. This framework aligns annuities with client goals and priorities. It provides a clear structure for evaluating annuity suitability.

"With annuities, you're transferring the risk to the life insurance company that issues the annuity." — 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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