Player FM 앱으로 오프라인으로 전환하세요!
Avoiding Common Pitfalls With Annuity Purchases: Shootin’ It Straight With Stan
Manage episode 447555332 series 2798004
In this episode, The Annuity Man discussed:
Focusing on contractual guarantees
What annuities solve for
Common annuity pitch traps
Key Takeaways:
Avoid non-guaranteed hypotheticals and focus on contractual guarantees when considering annuities.
Buy annuities for specific needs like principal protection, income, long-term care, or legacy, not for market returns.
Be wary of urgency sales pitches, steak dinner seminars, advisors behaving like friends, backdated performance illustrations, promised market participation with no downside, upfront bonuses, and showing other clients' accounts as proof of returns.
"Do not fall for market upside but no downside. Do not fall for market participation with principal protection. All those yummy sales pitches that look like they should go on a t-shirt. Do not fall for that. Do not fall for the upfront bonus." — Stan The Annuity Man.
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
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!
341 에피소드
Manage episode 447555332 series 2798004
In this episode, The Annuity Man discussed:
Focusing on contractual guarantees
What annuities solve for
Common annuity pitch traps
Key Takeaways:
Avoid non-guaranteed hypotheticals and focus on contractual guarantees when considering annuities.
Buy annuities for specific needs like principal protection, income, long-term care, or legacy, not for market returns.
Be wary of urgency sales pitches, steak dinner seminars, advisors behaving like friends, backdated performance illustrations, promised market participation with no downside, upfront bonuses, and showing other clients' accounts as proof of returns.
"Do not fall for market upside but no downside. Do not fall for market participation with principal protection. All those yummy sales pitches that look like they should go on a t-shirt. Do not fall for that. Do not fall for the upfront bonus." — Stan The Annuity Man.
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
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!
341 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.