I had a financial planner try to convince me to roll over $700k from an old 401(k) into an indexed annuity (variable) tied to the s&p. I read the prospectus and learned that dividends are not included in the “return”. I am 45 and told this guy I was interested in growth. This was my first and last experience with a financial planner. Never again.
I had a financial planner try to convince me to roll over $700k from an old 401(k) into an indexed annuity (variable) tied to the s&p. I read the prospectus and learned that dividends are not included in the “return”. I am 45 and told this guy I was interested in growth. This was my first and last experience with a financial planner. Never again.
I’m sorry to hear about that. If you have any questions, please feel free to book a call with us to discuss:
www.stantheannuityman.com/book-a-call/