Premium Only Content
5 HUGE Indexed Annuity Mistakes
Indexed annuities are often sold with promises of "safe" returns and "no fees"--but that's a lie. In just ten minutes, I'll show you why indexed annuities might be one of your worst choices for a retirement investment.
Chapters:
0:00 Introduction
0:41 Chapter 1: What Are Indexed Annuities?
1:06 Chapter 2: Complex & Confusing Terms
2:00 Chapter 3: Limited Growth Potential
3:03 Chapter 4: High Fees & Hidden Costs
4:05 Chapter 5: Long Lock-Up Periods & Illiquidity
4:50 Chapter 6: Better Alternatives Exist
5:46 Chapter 7: What to Do Instead of Buying an Indexed Annuity
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https://chisholmfinancialplanning.substack.com/
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Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.
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