EPISODE · Jan 19, 2026 · 27 MIN
Annuity Sales Are Dangerous. Here Is the Proof.
from The Investor Coaching Show with Paul Winkler · host The Investor Coaching Show
Paul runs into an annuity salesperson on Facebook who reveals that he made $300,000 in income in his first month and wasn’t remotely interested in helping people, but in showing off his skills to his peers. So, where does caring for clients fit into most of these sales? Paul shares the four steps people use to sell these products that you can look out for, and why it’s just not possible to trust high-commission products salespeople to look out for you when their companies are pushing them to produce sales. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.
What this episode covers
Paul runs into an annuity salesperson on Facebook who reveals that he made $300,000 in income in his first month and wasn’t remotely interested in helping people, but in showing off his skills to his peers. So, where does caring for clients fit into most of these sales? Paul shares the four steps people use to sell these products that you can look out for, and why it’s just not possible to trust high-commission products salespeople to look out for you when their companies are pushing them to produce sales. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.
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Annuity Sales Are Dangerous. Here Is the Proof.
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