Should You Buy Annuities From a Fiduciary Planner or a Salesperson?

The Department of Labor (DOL) has been in the news a lot recently with a push to require a fiduciary standard for annuity insurance agents working with tax qualified accounts like 401Ks, IRAs, 403Bs, etc.

Unfortunately, this may further confuse many investors looking for a true fiduciary financial planner who is licensed to do holistic balanced financial planning for their retirement. The DOL rule also does not extend to retirement savings that are not in tax qualified accounts!

Intuitively, most of us have a negative connotation with a sales agent selling us an annuity – using their persuasive pressure “supposedly for our retirement’s benefit” verses being-Read more...

https://annuityguys.org/fiduciary-financial-planners-vs-annuity-sales-agents/

Disclosure: Videos are educational and conceptual only and not a solicitation. They are not to be considered investment, insurance, tax or legal advice. It is recommended that you work with licensed professionals for individualized advice before making any important financial decisions. Annuities are not FDIC insured and their guarantees are based on the claims paying ability of the issuing insurance company. State Guarantee Associations, while offering specific protections, are not the same as FDIC insurance. Read more Annuity Guys disclosure at: http://annuityguys.org/about-us/site-terms-conditions-and-disclosure

Видео Should You Buy Annuities From a Fiduciary Planner or a Salesperson? канала Annuity Guys