Annuity Annie
Company

Annuity Annie

Financial Services Parker, Co, United States 1 employees
Employees
1

Annuity Annie Overview

Headquarters
Parker, Co, United States
Industry
Financial Services
Employees
1
Founded
2023
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Annuity Annie

Here's the brass tax πŸ‘‡ Annuities are a HOT financial product that can pay large commissions πŸ”₯ Because of this, they are often oversold, misrepresented, and under-explained ❌ And 80% of them are absolute garbage πŸ—‘οΈ However, I LOVE annuities, because they have the potential to help so many do the following: - spend more in retirement without anxiety πŸ–οΈ - reduce risk in a portfolio without significantly dampening the reward πŸ’° - provide non-invasive ways to leave a leveraged inheritance πŸ‘©βš•οΈ The problem is, there is a lot of noise around annuities because: - insurance companies and marketing organizations push big bonuses and 200% returns without explaining the pros and cons πŸ™‰ - Investment managers don't want to recommend them because it lowers their annual fees 🀷 - unqualified salespeople want to gloss over the facts and caveats to make a nice commission πŸ’Έ Here's where I come in πŸ’β™€οΈ I help two kinds of people: 1. Folks that have annuities already that are unhappy with the product or its performance because it may have been misrepresented to them... or they are just in a bad product πŸ“‰ 2. Folks interested in annuities that want to make their decision right the first time βœ… Here's my process in my 2-appointment free consultation series: 1. I educate you on what an example of a good annuity will do and we determine if it meets your objectives. 2. If applicable, I'll go through your old annuities and do an analysis on whether they are good or bad. I will go in the weeds as much or as little as you want. 3. I will only recommend changes if I can prove on paper that they will create a significant financial improvement to you. 4. Optional: I will build the annuities into a full financial plan to see how they impact your overall financial picture, for a fee. I am a fiduciary on the investment side so I may offer additional advice at this time, which if accepted may result in additional fees. BOOK WITH ME HERE πŸ‘‰: https://annuityannie.com/

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