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
