Sign up to save your podcasts
Or
Share The Truth About Bonus Annuities: What They’re Not Telling You
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Truth About Bonus Annuities: What They’re Not Telling You
⚠️ “Get a 30% bonus and a 9% roll-up!” That’s the pitch—but what’s the truth?
Daniel and Raz Razvi from Higher Ground Financial Group break down the real story behind bonus annuities, fake roll-ups, and the flashy claims made in marketing materials. Learn why the payout factor is the #1 thing to look at, why most bonuses aren’t walkaway money, and why only a tiny handful of annuity companies allow for Roth conversions inside the contract.
In this episode:
Book a free annuity analysis at: https://www.riskfeestaxes.com
Book a Free Meeting with Daniel and Raz
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
--
About the Show & Hosts:
Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi.
The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.
Daniel and Imran are the founders of Higher Ground Financial Group. HGFG aims to provide clients with only the highest quality information, services, and products to help them reach their financial goals.
View all episodes
By Daniel Razvi & Imran Razvi⚠️ “Get a 30% bonus and a 9% roll-up!” That’s the pitch—but what’s the truth?
Daniel and Raz Razvi from Higher Ground Financial Group break down the real story behind bonus annuities, fake roll-ups, and the flashy claims made in marketing materials. Learn why the payout factor is the #1 thing to look at, why most bonuses aren’t walkaway money, and why only a tiny handful of annuity companies allow for Roth conversions inside the contract.
In this episode:
Book a free annuity analysis at: https://www.riskfeestaxes.com
Book a Free Meeting with Daniel and Raz
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
--
About the Show & Hosts:
Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi.
The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.
Daniel and Imran are the founders of Higher Ground Financial Group. HGFG aims to provide clients with only the highest quality information, services, and products to help them reach their financial goals.