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[PDF File]Why The Right Annuities ARE Good Investments for Seniors
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investments for seniors. They do not contain high annual fees, will not lose money and they grow every year even in down markets. Some even guaranty a set rate for a specified time, just like a bank CD or IRA. This type of annuity can be an excellent investment for seniors looking for …
annuities for senior citizens

[PDF File]Investment Products and Sales Practices Commonly Used to ...
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two insurance agents who fraudulently sold charitable gift annuities to seniors, telling them that their money would be invested in secure accounts. Instead the funds were placed in high-risk, speculative investments with the potential for a complete loss of those funds, and the insurance agents helped themselves to $1.3 million in commissions.
annuities for elderly

[PDF File]www.insurance.ca.gov Annuities
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Annuities What Seniors Need to Know. 1 Table of Contents Page 2 What Seniors Need to Know ... Deferred annuities are long-term investments. They have two periods: ... www.insurance.ca.gov. Annuity contracts for seniors must provide clear, easy-to-find information on the surrender charge
annuity information for seniors

[PDF File]FINRA Investor Alert: Variable Annuities: Beyond the Hard Sell
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The marketing efforts used by some variable annuity sellers deserve scrutiny— especially when seniors are the targeted investors. Sales pitches for these products might attempt to scare or confuse investors. One scare tactic used with seniors is to claim that a variable annuity will protect them from lawsuits or seizures of their assets.
annuities as an investment

[PDF File]Beware of Unsuitable Investments for Seniors - Lori Swanson
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Specific investments of a variable annuity are defined by the prospectus. Consumers should read and understand the prospectus, and the volatility of each investment listed in the prospectus. Investors should ask their broker to ... Beware of Unsuitable Investments for Seniors
annuities in retirement planning

[PDF File]www.insurance.ca.gov Annuities
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investments. They have two periods: ... Annuity contracts for seniors must provide clear, easy-to-find information on the surrender charge and the period when you have to pay it. 7 Annuities and Taxes Tax planning helps to reduce and manage your taxes. A tax attorney or
annuities and retirement income planning

Annuity investments for seniors