Annuity

Overhead view of financial documents with calculator, cash, and laptop for financial planning.

The Annuity Exit Strategy: When the Promise Doesn’t Match the Reality

When the promise of safety doesn’t match the reality of results. Today, many investors find themselves disappointed and in some cases betrayed, by what they once believed was the perfect solution: an annuity. This is far more common than most people realize. Years ago, guarantees, income riders, and downside protection sounded incredibly appealing, especially during…

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