During this seminar, we will dial in on annuities and discuss what aspects should be considered before purchasing. We do not view annuities as a one-size-fits all tool, but there may be some situations in which an annuity can be a beneficial piece of an overall financial picture. Investors must be mindful that these are complex products, which may have some ‘good’, some ‘bad’ and a bit of ‘ugly’.
Seminars