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Why are Widows a Target for Annuities?

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Manage episode 354831607 series 3446032
Content provided by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Annuities are complex insurance products that have compelling benefits especially for individuals nervous about market volatility. Come learn about the pros and cons of annuities with us. Why annuities are often targeted to widows. And why it's a buyer beware situation if you are considering purchasing an annuity.

Other resources:

Nicole wrote a blog: Widows and Annuities: 5 Reasons You Should Think Twice

https://rockhousefinancial.com/financial-planning/annuities-bad-for-widows/

If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

RH Advisors, LLC dba Rock House Financial is an SEC registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 354831607 series 3446032
Content provided by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Annuities are complex insurance products that have compelling benefits especially for individuals nervous about market volatility. Come learn about the pros and cons of annuities with us. Why annuities are often targeted to widows. And why it's a buyer beware situation if you are considering purchasing an annuity.

Other resources:

Nicole wrote a blog: Widows and Annuities: 5 Reasons You Should Think Twice

https://rockhousefinancial.com/financial-planning/annuities-bad-for-widows/

If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

RH Advisors, LLC dba Rock House Financial is an SEC registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

  continue reading

39 episodes

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