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The Annuity Trap
June 9, 2017 @ 9:30 am - 11:00 am
Annuities are complex, opaque and virtually always expensive. Worse, most annuities have a surrender period that can be from 5 to 12 years!! That means you may pay a penalty to withdraw your own money!!
Who should attend this seminar?
- If you own an annuity;
- If you are thinking of purchasing an annuity;
- If anyone has tried to sell you an annuity;
- If you want to get out of your current annuity;
- If you want to be educated on the different annuities and the costs associated with each;
- If you plain just want to have a good time with Jim.
- Special Guest Speaker; Mr. Alex Rodriguez from Matson Money. Mr. Rodriguez is an expert on annuities and will be presenting “Escaping the Annuity Trap.”