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Ep 5: Annuities 101 - Everything You Need to Know
Manage episode 347325128 series 3402937
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Since annuities are one of the more polarizing financial products out there, let’s take a step back and look at what annuities do and what options are out there. Then we’ll evaluate the pros and cons so you can start forming your own opinion.
Here is some of what you will learn in this episode:
· The different types of annuities and how they work. (3:37)
· The cons of fixed annuities. (9:33)
· The cons of variable annuities. (14:47)
· The pros of annuities. (17:44)
· The important jargon you need to know with annuities. (23:59)
Additional Annuity Resources:
https://www.investopedia.com/terms/a/annuity.asp
https://www.investor.gov/introduction-investing/investing-basics/investment-products/insurance-products/annuities
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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