Your CPA is not your Financial Advisor: Shootin' It Straight with Stan

In this episode, The Annuity Man discussed:  Why do they sell you indexed annuities?  Letting CPAs stay in their lane Listening to the right people  No good reason to sell    Key Takeaways:  Your CPA should not be involved in financial advice. There is a reason why they often sell indexed annuities, and that's because they'll get the highest commission from that type of annuity.  CPAs are analytical and good with numbers, but they don't read the policies, don't understand the annuity product that they're selling to you, and are not equipped to give you a product that gives contractual guarantees fitting all your needs.  There's not a one-size-fits-all product when it comes to annuities. Sometimes you don't even need an annuity or don't need it yet. If the person selling to you isn't a licensed professional, then you shouldn't be listening to them.  There is no good reason why a CPA would sell you an annuity product that they don't completely understand. There's only one, and that's greed - they're not thinking about you, they're thinking about taking your money.    "Never ever take any tax advice from anyone other than a CPA and a tax lawyer - but the reverse is true, don't buy an annuity from a tax lawyer or a CPA. Tell them to stay in their lane." —  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  Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!