Is Now a Good Time to Exchange Your Annuity?
Автор: Millard Financial Group
Загружено: 2023-11-21
Просмотров: 7
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Is Now a Good Time to Exchange Your Annuity?
With recent interest rate hikes from the Fed, now may be a great time to consider exchanging your annuity. When interest rates rise, that often means better returns on annuities, especially for fixed and fixed index annuities. As @Josh with @MillardFinancial explains to @erinkennedy, while there is no one answer, there are many situations where an exchange or transfer makes sense. However, here are three examples when exchanging or transferring an annuity doesn't make sense:
-You're still within surrender charge period
-You think you might need money from that annuity soon
-You're not offered added benefits or a guaranteed lifetime rider
If you'd like to find out how recent interest rate hikes have affected annuities, or to find out if one makes sense for you, please reach out to Josh by calling 260.488.8300 or schedule an appointment at www.MillardFG.com
#annuities #FinancialPlanning #WealthManagement
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