HOW TO ACCESS OUR NETWORK OF TRUSTED ADVISORS:
Why do I have to speak to someone on the phone?
We call in order to confirm your information, and ask some general questions that help customize the report based on what is available in your state. (Annuities are regulated by states and not all products are available in all states).
I heard Annuities tie your money up?
Annuities can be structured in many different ways. Fixed annuities almost always have liquidity features to access money. Annuities are traditionally a long term investment that you use in retirement.
Do Annuities have high fees and low returns?
Well, not many people would invest in something like that. Fixed Annuities are not designed with annual fees or loads, and are principal protected. Variable annuities are associated with yearly fees, and are susceptible to market fluctuations. According to LIMRA, a record $117.4 Billion Dollars were put in to Fixed Annuities in 2016.