Wealth Management & Financial Planning

Wealth Management & Financial Planning

Annuities – Annuity breakdown – the good, the bad, and the ugly 1413

Consider This Program with Jamie Burton and Daren Hardesty.
In this segment we will cover:

Are annuities good, bad, or ugly? It depends on your needs and the type of annuity. Find out all you need to know about annuities on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.

Talking Points:
1. Types of annuity-Immediate vs deferred
2. Complexity
3. Cost
4. Assets locked up
5. No step-up in basis at death
Resources –
• “Why are annuities poor investment choices?”, Consider This Program episode Why are annuities poor investment choices? – The Financial Enhancement Group https://yourlifeafterwork.com/why-are-annuities-poor-investment-choices

• “The Case Against Annuities”, Consider This Program episode The Case Against Annuities – 1113 – The Financial Enhancement Group https://yourlifeafterwork.com/13226-2

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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