Annuity

Are You Stuck in the Wrong Annuity?

Are You Stuck in the Wrong Annuity? What If Your Current Annuity Isn’t the Right One for You?

If you purchased an annuity in the past, and it isn’t exactly performing the way you had anticipated it would, then you may be feeling stuck. This is particularly the case if your annuity is still in its “surrender period,” where you will be hit with a penalty for canceling the contract and withdrawing all …

Are You Stuck in the Wrong Annuity? What If Your Current Annuity Isn’t the Right One for You? View Post →

It Doesn’t Cost Anything Just to Look - Understanding the Allianz 222 Free Look Period

It Doesn’t Cost Anything Just to Look – Understanding the Allianz 222 Free Look Period

As we get older, we realize that there are no such things as “do-overs” – especially as it pertains to financial matters. For instance, imagine if you purchased a stock and the shares immediately went down in value. What do you think your financial advisor would say if you called and said that you’ve changed …

It Doesn’t Cost Anything Just to Look – Understanding the Allianz 222 Free Look Period View Post →