Good and bad annuities

    • [PDF File]Annuities: The Good, The Bad and The Ugly

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      Annuities: The Good, The Bad and The Ugly By Joe Gaj, CLU, ChFC April 13, 2016 We constantly get asked about annuities and if they are a good option for retirement planning. Like most financial planning questions, I would answer that question with, ‘it depends,’ specifically on your unique situation and needs.

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    • [PDF File]Indexed Universal Life: the Good, the Bad, and the Ugly

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      annuities, carriers had to guarantee that the products were immune to market-based losses. Thus, the product was essentially a deferred fixed annuity with a specified contract end date, designed to allow investors to participate in the ... The Good. The Bad .

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    • [PDF File]Annuities: The Good, The Bad, and The

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      Annuities: The Good, The Bad, ... Lawrence Wealth Management is a fee-only investment management firm and does not sell annuities, insurance products or any commission-based financial products. This report is for informational purposes only. Annuities issued by insurance companies are complex contracts that are marketed without disclosing

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    • Annuities Can Be Good, Bad or Ugly. Which Is Which? Part I

      Annuities Can Be Good, Bad or Ugly. Which Is Which? Part I Annuities can be good, bad or downright ugly. How can you tell if your annuity is good, or if you should consider purchasing one? And what’s an annuity, anyway?. In this two-part series, I’ll begin with a review of the “bad and ugly” annuities (most variable annuities).

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    • [PDF File]Annuities – The Good, The Bad And The Ugly

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      Annuities: The Good, The Bad And The Ugly. Carmen I. Bississo, CIMA®, AIF®, CLTC, CAS®, CFS® Director of Advanced Strategies . Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered t hrough Cassaday & Company,

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    • [PDF File]Mersereau Lazenby, L.L.C. - Financial Planning - Fee-Only

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      Annuities – “The Good, the Bad & the Ugly” A Google search of the word “annuity” produces a staggering 19.5 million results! With so many variations of annuities and hundreds of companies selling them it is difficult to know if purchasing one makes sense. Annuities are appropriate for only a …

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