Podcast #12: Unique Annuity Man Strategies that contractually work


In this episode, The Annuity Man discusses:

  • Annuities can be held inside of IRAs, Roth IRAs, and Non-IRA accounts
  • Legacy & contractually leveraged strategies
  • Customized solutions for your specific situation
  • How to use contractual guarantees with combination strategies

Key Takeaways:

  • Annuities are contractual mathematical solutions
  • There’s no ROI (Return On Investment) until you die
  • How to transfer from one annuity to another without tax consequences
  • How to contractually “handcuff your beneficiaries” using annuity strategies

All annuity quotes for lifetime income guarantees are customizable and should be shopped with all carriers.

The Annuity Man