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Show Notes
In this podcast, Karl Eggerss discusses the complexities and potential pitfalls of annuities. He shares his experiences of seeing many people pushed into these products without fully understanding them, only to later discover high annual fees and significant surrender penalties. Eggerss also highlights the issue of insurance salesmen encouraging clients to switch annuities for higher commissions. However, he emphasizes that not all insurance salesmen or annuities are bad; there are situations where annuities can be appropriate. He advises listeners to be cautious and ensure they fully understand annuities before committing.
Topics covered in this episode include:
- Annuities
- TCJA
- Election
- Living Trusts
For topic suggestions or questions, e-mail [email protected]
#annuities #election #livingtrusts #TCJA #captrust @CAPTRUST