Get Smarter

Today's topic is gap-filling strategies before Social Security. I get a lot of calls from people in their sixties who are thinking about waiting until age 70 to take their income from the best inflation annuity on the planet called Social Security.

Jay Zawatsky is one of the most fascinating guests I’ve ever had on my Fun With Annuities® podcast. He is a professor, lawyer, researcher, radio show host, podcaster, and incredibly high IQ “unicorn” that knows much more than he revealed during our recording.

Today's topic is the pivot application process. I'm proud of this one. This is unique to us at the Annuity Man® and one of the reasons I would like you to consider doing business with us now. We have gone through tremendous growth here at The Annuity Man, and I'm humbled.

Today's topic is a good one. Are RMDs, Required Minimum Distributions? Let's talk about the requirement for distributions. When you turn 72, the IRS comes up to you from behind, and you don't know they're there.

The great part about Steve’s message is that he has brought it down to “our level” so the consumer can understand the value proposition that annuities offer the retirement planning consumer.

People are like, "Hey Stan, what are the rates, and what are the best? What type of annuity are you talking about? Are you talking about interest rates?

Today's topic is about booking your flight to annuity safety. I know you're saying, "That sounds good, Stan. That sounds like a T-shirt that you would wear. Book your flight to annuity safety. What does that mean?"Let me tell you what that means.

Annuities pros and cons. We’ll pick apart the Barron's Annuity list, which is an annual thing they put in their publication. They call it the Gold Standard, looking at annuities. Barron's article makes me scream at the top of my lungs, even though they have quoted me numerous times in the past.

I have a controversial topic that will either make you mad, make you think or both. Hopefully, both; I want you to get mad about this because I want you to realize that what I'm getting ready to tell you is true if you think about it.

Today we are talking about the ages that you need to purchase an annuity.

Today's topic is a good one, and it will make you think. Will more money change your life? I want you to think about that for a second. Would more money change your life? Would you buy a different car? Would you buy different clothes? Would you eat out more? Would it change your overall lifestyle?

Let’s talk about Fixed Annuities versus variable annuities, which I love to talk about.

Today's topic is, and it's a good question, is your retirement plan volatile or contractual? Are you at the whim of the markets, at the whim of wars and dictators and crazy people and missile launches and Bitcoin fraud? Are you volatile, or are you contractual? And I guess the better question is, which one do you want to be?

For people that enjoy reading the IRS tax code in their spare time, I would encourage you to flip to section 1035 and read about life insurance and annuity transfers. For those of you with a life, just let me explain the important details, so it’s easy to understand.

All right, so this is part two. Part one was one through five and this is part two. Let’s get into it with number six. The sixth biggest mistake I see people make when buying annuities is being pressured into signing the paperwork. You'll have some agents say, "Well, you got to sign it because if you don't sign it now, you won't get the upfront bonus.