Join Marty as he explains what these fees are, how they work, and why they're an essential part of your annuity contract.
What to Expect:
- Understanding Surrender Schedules: Learn how these fees are structured and what it means for your investment.
- Real-Life Scenarios: Marty breaks down how surrender fees apply in various withdrawal situations.
- Annuity vs. Bank CDs: Discover the differences and similarities between annuities and CDs when it comes to early withdrawal penalties.
- The Logic Behind Surrender Charges: Understand why these charges exist and how they protect both the investor and the annuity company.
- Avoiding Common Pitfalls: Tips on how to work with advisors to ensure your annuity strategy is sound and surrender charges don't catch you off guard.
- Exceptions to the Rule: Learn about life events that may allow for penalty-free withdrawal from your annuity.
Whether you're a seasoned investor or just starting to explore your retirement options, this episode is packed with invaluable insights. Marty's straight-talking approach will provide you with a clearer understanding of annuities and how to make them work for you.
Resources:
- Visit AtlasAnnuity.com for more information.
- Schedule a consultation to discuss your retirement strategy.
