What Percentage Of Your Portfolio Should Be In Annuities?

We all wanted to protect our invest-able assets but have you also considered what the annuity companies are doing to protect you - the client, and the industry as well? You may already have an idea but trust me, it's not what you think it is. Join me in this episode and allow me to help you find the best percentage of your portfolio in annuities that fit in your situation.

Watch and Enjoy!
Stan The Annuity Man

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Key Moments in this Episode
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01:04 How to determine the percentage
02:35 My experience in securities industry
03:39 What the annuity companies are looking
05:28 The reason why
06:37 What I think you should do

What To Watch Next:
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What Is The Purpose Of An Annuity?

Other Resources
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Learn more about Stan The Annuity Man

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Video by Nate Woodbury

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[Bondbeer]

To each their own. Remember when deciding that if you have SS, you already have an annuity. If you delay to 70 to max out the monthly payment and COLA (the same as buying a deferred annuity at age 62 that starts payment at 70), that can provide some inflation protection along with TIPS. Personally I don’t need the income and don’t want the tax consequences of more forced income.

[leescher]

Your're making me smarter every day with your videos. Thank you.

[andrewcasertano]

Great video, Stan! I’m a young annuity agent but i’ve learned a lot from you and incorporate PILL into my presentation. Thank you for helping me understand what i’m selling

[stangtrax]

Well that sucks for some situations. Of course I believe in a 1 year emergency fund. However when I get my growth portfolio to my target dollar amount I will be looking at an income portfolio. I was running your SPIA calculator and that got me interested a lot. I just sent over a couple questions though.
Thanks for sharing.

[LifeHappens]

I’m trying to learn and hear honest talk about Annuities. Nice 👍 video on a subject like Annuities. PILL is a good acronym to go by. Keep it up.

[tracyalanlownsberryii]

This sounds like investment advice Stan. Do you have a designation that can give investment advice?

[alanfaber]

Could you point me to some information that shows that the annuity industry doesn’t want you to invest more than 50% of your assets in an annuity?
My financial advisor wants me to plop 65% of my assets into a fixed indexed annuity (I am 63). I am concerned that he is advising this in part because of the large commissions of these contracts.

[Jeff_and_Jenny_M]

Stan, how the heck do I get one of your t-shirts or hats? (I'll pass on the track suit, no offense intended) Gotta get the annuity "word" out there!

[andreeph]

Stan, if we were to purchase a SPIA annuity through you, what’s your percent cut?

[decslh]

In your first pie chart the 40 and 60 were flip flopped as 40% represented a larger piece of the pie