Podcast #11: Decoding Annuity Sales Pitches & Misleading Advertising


In this episode, The Annuity Man discusses:

  • How to buy the annuity steak, not the sales-pitch sizzle
  • Own an annuity for what it “Will Do. Not might do.”
  • Where annuities can fit properly in your portfolio
  • Current sales pitch trends you need to be aware of

Key Takeaways:

  • There are no perfect answers, just bad sales pitches
  • Any time an extra benefit is being provided; it is not being given away by the annuity carrier…just priced in
  • Upfront bonuses and high % Income Riders are just parts of the overall contractual guarantees
  • Annuities should be viewed as transfer of risk contracts, not investments

If it sounds too good to be true, with annuities… without exception… it is everything single time.

The Annuity Man