Straight To The Point:

Reaching retirement requires you to build a financial portfolio and plan by using any of the tools at your disposal.

But what about a variable annuity?

This investment tool gets a bad rap within the industry so we’re going to explain why that is. This breakdown includes a lengthy discussion about fees so buckle up.

Listen to the full episode using the audio player above or use the timestamps below to skip to a particular topic.

2:39 – Why so much disdain for variable annuities?

4:37 – Do you find many people with variable annuities?

6:49 – Can you have a variable annuity and not realize it?

8:00 – Understanding all the fees associated with these

14:29 – Do you ever use variable annuities for clients?

15:40 – Can you get out of a variable annuity?


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

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