When you book a call at The Annuity Man, there is a very good chance that you will speak to the top independent annuity agent in the United States...Stan The Annuity Man himself.
Known as “America’s Annuity Agent,” Stan is the undisputed thought leader when it comes to the annuity category. Every single recommendation that runs through The Annuity Man will be looked at and approved by Stan. With “other” annuity sellers, you will just get the next person that answers the phone. With The Annuity Man, you get Stan The Annuity Man.
Each annuity consultation is a one-on-one brutally factual conversation about your specific situation. No high-pressure sales pitches or chasing, just a professional approach to determine if an annuity strategy is right for your situation...and if so, which annuity type fits best. Then we will use our proprietary annuity calculators to shop all carriers to find the highest contractual guarantees to accomplish your financial goals.
An annuity is a contract that is issued by a life insurance company. Before you purchase an annuity, you need to understand which type of annuity will contractually work best.
Unlike other financial professionals or financial advisors, your consultation with The Annuity Man will be annuity focused. No tax, income tax, or legal advice will be given because you should only work with certified people in those specific areas. Annuity products can be confusing unless explained honestly and factually.
Whether it’s a Single Premium Immediate Annuity (SPIA), Deferred Income Annuity (DIA), Qualified Longevity Annuity Contract (QLAC), Multi-Year Guarantee Annuity (MYGA/Fixed Annuity), Fixed Index Annuity (FIA), or an Income Rider attached to a taxed deferred annuity...we will educate you on the benefits and limitations of each specific strategy. We will also determine which type, if any, would contractually fit for your specific situation. Whether it’s the surrender charge or how the interest rate works in a specific annuity type, we will cover every detail. If you are looking for a guaranteed lifetime income stream, we will fully explain how those income payments are calculated...and the premium payments needed to achieve those contractual goals.
The Annuity Man does NOT sell Variable Annuities (VAs), only contractual guaranteed fixed annuities. We will compare the differences between fixed or variable if needed, but we are committed to our “Will Do. Not might do.” mantra of focusing on contractual guarantees only.
There is no downside to scheduling an annuity consultation with The Annuity Man. With 7 annuity books published, a weekly podcast, daily YouTube videos, and hundreds of published articles, we will provide the needed information for you to make an informed decision on your terms and on your time frame.