When it comes to strategies, what are the best uses for annuities?...compared to what can be done with short and long term bonds and other security based investments
Please give specific ideas...
I've got a client looking to scale back from the market and they also have had really bad view of insurance based products because they were burned once by variable annuity. Client is 64....looking to put money from market and put in bank and shift to short term bonds
Please give specific ideas...
I've got a client looking to scale back from the market and they also have had really bad view of insurance based products because they were burned once by variable annuity. Client is 64....looking to put money from market and put in bank and shift to short term bonds