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!

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.

Want to sign up to receive the Market Carver?

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

Have a question for Grant and Aaron?

Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”

Receive Our Free weekly Market Update Video

The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

Access all of our checklists!