Top 4 Annuity Scams – Here’s What to Look For To Protect Yourself

All annuity companies offer a “free-look” period where you may return the annuity for any reason and receive a full refund. Make certain you fully understand your rights and options when you purchase an annuity, your agent or the insurance company will help you. That being said, there are scams with annuities just as there are with almost any product being sold to the public. Here are some to be aware of.

By |2020-04-12T23:47:58+00:00March 12th, 2019|Annuities|

Customized Retirement Plans

Customizing your retirement options might be a great idea   Coming at the rear end of a long list of requirements and necessities competing for attention, retirement plans for both employer and employees are often disposed of with a quick fix such as readily available and IRS compliant 401(k) plans. The problem with these off [...]

By |2020-04-13T19:54:01+00:00February 6th, 2019|Retirement Planning|