Ask Terry Questions Jackson National Variable Annuity Prespective 11

Jackson National Variable Annuity Prespective 11

By Terry Savage on March 07, 2024 | Financial Planning / Retirement

Would this be a good investment for a 72 year old to use as an income investment? He currently has $600000 in SEP accounts.

Presently still actively farming. We own and rent farm land as a viable farm business.

States it will pay minimum of 5% above the approximate 2% fees.

Look forward to hearing from you.

Terry Says

Absolutely NOT! This will make the insurance agent’s retirement, NOT YOURS!

I don’t know how your SEP is invested,but there are a lot of better ways to deal with your money. Sounds like you need a FEE-ONLY FIDUCIARY advisor who is definitely not selling you anything. Check out this link for Wealthramp to find one you can trust!

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