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It Just Happened Again

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Manage episode 448156081 series 2794795
Content provided by Karl Eggerss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karl Eggerss 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.

In this podcast, Karl Eggerss discusses the complexities and potential pitfalls of annuities. He shares his experiences of seeing many people pushed into these products without fully understanding them, only to later discover high annual fees and significant surrender penalties. Eggerss also highlights the issue of insurance salesmen encouraging clients to switch annuities for higher commissions. However, he emphasizes that not all insurance salesmen or annuities are bad; there are situations where annuities can be appropriate. He advises listeners to be cautious and ensure they fully understand annuities before committing.

Topics covered in this episode include:

  • Annuities
  • TCJA
  • Election
  • Living Trusts

For topic suggestions or questions, e-mail info@creatingricherlives.com

#annuities #election #livingtrusts #TCJA #captrust @CAPTRUST

  continue reading

272 episodes

Artwork
iconShare
 
Manage episode 448156081 series 2794795
Content provided by Karl Eggerss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karl Eggerss 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.

In this podcast, Karl Eggerss discusses the complexities and potential pitfalls of annuities. He shares his experiences of seeing many people pushed into these products without fully understanding them, only to later discover high annual fees and significant surrender penalties. Eggerss also highlights the issue of insurance salesmen encouraging clients to switch annuities for higher commissions. However, he emphasizes that not all insurance salesmen or annuities are bad; there are situations where annuities can be appropriate. He advises listeners to be cautious and ensure they fully understand annuities before committing.

Topics covered in this episode include:

  • Annuities
  • TCJA
  • Election
  • Living Trusts

For topic suggestions or questions, e-mail info@creatingricherlives.com

#annuities #election #livingtrusts #TCJA #captrust @CAPTRUST

  continue reading

272 episodes

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