Why Indexed Annuities Might Be Ripping You Off

Indexed annuities promise market gains, but caps and participation rates steal your upside! If the S&P 500 grows 10%, a 50% participation rate means you only get 5%. Over time, index funds grow your money way more. Don’t settle for small gains! Watch the full video for five reasons to skip indexed annuities.

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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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