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In episode 194 of the AnnuityStraightTalk.com Podcast, Bryan Anderson tackles the worst annuity advice he’s seen in years. A couple in their early sixties was told to move their entire $1.7 million in 401(k) savings into a single annuity contract — without proper disclosure, without a clear income plan, and without even being shown other options.
Bryan breaks down exactly what went wrong in this case: a lack of transparency, unrealistic promises, and zero retirement planning. He explains why putting all of your assets into one contract is dangerous, what questions should have been asked, and how to recognize when an advisor is putting commissions ahead of clients.
If you’ve ever felt pressured to make a big financial decision without clear explanations, this episode will show you the red flags to watch for and why education and disclosure must come first.
Learn more or schedule a call at AnnuityStraightTalk.com.
By Bryan Anderson3.6
1313 ratings
In episode 194 of the AnnuityStraightTalk.com Podcast, Bryan Anderson tackles the worst annuity advice he’s seen in years. A couple in their early sixties was told to move their entire $1.7 million in 401(k) savings into a single annuity contract — without proper disclosure, without a clear income plan, and without even being shown other options.
Bryan breaks down exactly what went wrong in this case: a lack of transparency, unrealistic promises, and zero retirement planning. He explains why putting all of your assets into one contract is dangerous, what questions should have been asked, and how to recognize when an advisor is putting commissions ahead of clients.
If you’ve ever felt pressured to make a big financial decision without clear explanations, this episode will show you the red flags to watch for and why education and disclosure must come first.
Learn more or schedule a call at AnnuityStraightTalk.com.

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