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FREE Annuity Sheet

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WARNING!

DO NOT PURCHASE AN ANNUITY WITHOUT FIRST HAVING THE BROKER/AGENT COMPLETE THIS FORM

One of the most popular retirement planning products today is the Annuity. The problem: there can be "huge" fees charged against your account every year. Remember, a "fee" of any kind means "less overall return" for you!

That's why I've created a very simple disclosure form for your advisor - or anyone else suggesting you purchase an annuity - to complete. If they're not willing to complete this form, my suggestion is, go talk to someone else.

Once the advisor/agent completes this form, have them sign it. Then, hang on to it for future reference...you just might need it. If you bring it in to your initial meeting with us, I'll let you know if there's a way to accomplish your goals without all the cost.


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