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011: Decoding Annuity Sales Pitches & Misleading Advertising
Manage episode 273338195 series 2798004
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 every single time." — The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: AnnuityMan Owner’s Manuals
YouTube: Stan The Annuity Man
279 에피소드
Manage episode 273338195 series 2798004
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 every single time." — The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: AnnuityMan Owner’s Manuals
YouTube: Stan The Annuity Man
279 에피소드
Alla avsnitt
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