Annuity Straight Talk

Should you surrender an annuity early?

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  • Introduction to annuities and the importance of buyer education.
  • ⚠️ Historically advised against early surrender due to potential losses.
  • Positive market adjustments may offset surrender penalties but require caution.
  • Replacing underperforming annuities for better income or growth can be beneficial.
  • ️ Insurance companies assess transaction suitability to prevent losses.
  • Clients must align surrender terms with their financial goals.
  • Current market volatility prompts consideration of riskier investments.
  • Open communication is essential as clients navigate new contract values.
    • ...more
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    Annuity Straight TalkBy Bryan Anderson
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