Success Stories
From Annuity Confusion to Complete Retirement Plan: A Success Story
When Rachel inherited an annuity decision, online research only added confusion. A friend's referral led to something much bigger than she expected.
When Rachel inherited an annuity decision, online research only added confusion. A friend's referral led to something much bigger than she expected.
Annuities get a bad rap, but the truth is it's not the annuity—it's the agent misusing them or choosing the wrong one for the job.
Loren was adamant about avoiding annuities until she learned the facts. Here's how education changed her entire retirement strategy.