A Fiduciary’s Guide · 27 pages · Free
Is Your Annuity Any Good?
A fiduciary’s guide to reviewing what you already own
You already own it. Nobody ever showed you how to check it.
What this book is
You own it. Nobody ever reviews it.
Billions of retirement dollars sit inside annuities that were sold once and never examined again. The statement arrives, the numbers look fine, and nobody ever asks the only question that matters: is this contract still earning its place in your plan? Is Your Annuity Any Good? shows you how to answer it yourself — with the arithmetic in the open.
You will come away knowing
- The two numbers on your statement that are not the same — and which one is actually yours
- What your contract really charges, including the costs with no stated fee
- How to read your surrender schedule — and the day it sets you free
- A fiduciary’s framework for keep, fix, or replace — without a sales pitch
Contents
The chapters
The Drawer
What Did You Actually Buy?
The Two Numbers That Are Not the Same
What It Costs to Stay
What It Costs to Leave
Is Your Money Still Working?
Are You Still the Person Who Bought It?
The Treasures
The Free Steak Review
When Moving Actually Makes Sense
The Review, Start to Finish
The Question That Protects You
The question isn’t whether annuities are good. It’s whether yours is.
Free · PDF · 27 pages
Read Is Your Annuity Any Good?.
Tell me where to send it. The PDF opens right away; the letters follow, one idea at a time.
Short on time? The compact guide is five to seven pages and needs no email: Is Your Annuity Any Good? — the compact guide (PDF) →
Also in the series
