In this FPA Annual Conference 2018 session Stan The Annuity Man will strip away all of annuity sales pitch nonsense and fully explain how these contractually guaranteed transfer-of-risk strategies can enhance your practice. The annuity industry has earned its bad reputation. If you say you "hate all annuities," it's like saying you "hate all restaurants." Annuities are contracts, so they should only be owned for their contractual guarantees. This is the best presentation you will ever hear on annuities. Be prepared for a brutally factual, in-your-face, educational experience.
- Recognize where annuities fit in a portfolio, and the specific product types that solve for customized client goals
- Understand specific annuity product types and their benefits and limitations
- Combat misleading outside annuity sales pitches, advertisments, and seminars targeting your clients
Founder/Owner, Stan The Annuity Man , Inc.
Stan The Annuity Man is the top independent annuity agent in the country and known as "the walking middle finger of annuity truth." Licensed in all 50 states, Stan has published seven books on annuities and is recognized as the top annuity educator on the planet. Stan previously worked for Dean Witter, Morgan Stanley, PaineWebber, and UBS before becoming an annuity superhero -- Stan The Annuity Man. His "will do, not might do" contractual-guarantees-only approach set him apart from all others.