Variable and fixed Annuity
Our investment company, is asking my husband and me, to get a new annuity from Jackson, called a Lifetime Check. This would give us a check or deposit for the rest of our life.
By husband already has an annuity with Jackson, taken out in 1994 and is valued at 185,000.00 and I have one valued at $350,000. We also hold a mutual fund and 3 Ira accounts, total value about $1,708,705.00.
I listen to you on WGN, and check your website often. I value your knowledge. Also My husband is 75, and I will be 73 this October.
Thank you for your time.
Terry Says
Without knowing your entire financial system, I’d say this annuity will do more for the salesman’s retirement than yours!
Read this: https://www.terrysavage.com/equity-linked-annuities/
If you want a review of this specific product, I urge you to contact Stan Haithcock, the annuity expert at:
https://www.terrysavage.com/equity-linked-annuities/
But what you really need, I think, is some financial planning time with a Certified Financial Planner who is a fee-only FIDUCIARY. Let Pam Krueger match you with one or two and have some meetings: https://www.terrysavage.com/pam-krueger-wealthramp/
At least, you’ll be talking with someone who has YOUR best interests at heart!
