Should you consider an annuity, or avoid it altogether? 

This week, Dennis O’Keefe breaks down how annuities work, why they are often sold rather than bought, and when they may or may not make sense.

Using a real client scenario, Dennis explains how annuity proposals can be positioned in ways that don’t always benefit the investor. He also walks through the structure of annuities, including insurance components, tax deferral, and the underlying costs that can impact returns.

Key takeaways:

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