EPISODE · Jan 31, 2020 · 21 MIN
025: How To Shop For An Annuity To Get The Best Deal
from "Fun With Annuities" The Annuity Man Podcast
In this episode, The Annuity Man discusses: Why he offers both personal service and do-it-yourself choices How all annuity types are commodities Why you should make your decision solely on the contractual guarantees Why he believes annuities should be bought, not sold Key Takeaways: Take your time and make the decision on your terms and your timeframe By law, you have to speak with a licensed agent at the end of the process to make sure that the recommendation is suitable and appropriate for your specific situation You should quote all carriers to find the highest contractual guarantee Create your own "statement of understanding" for the agent to sign "Buying annuities is like buying a plane ticket. You punch in your specific numbers in order to find the best price." — The Annuity Man Connect with The Annuity Man: Website: TheAnnuityMan.com Email: [email protected] YouTube: Stan The Annuity Man
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025: How To Shop For An Annuity To Get The Best Deal
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