When An Annuity Won’t Work


There are times when an Annuity is a perfect fit for The Client. But there are also situations when The Client who seeks Safety and Income needs an alternative. It is the purpose of this article to review some of the more common situations where an Annuity is NOT a good fit; and to propose alternative solutions for those situations. The ultimate Goal of this article is to provide the reader with new tools for those situations where an Annuity just won’t work.

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