No One Offers You a Bonus for Free. There’s Always Something in It for Them.

With the high commissions on annuity products, annuity sales people will say almost anything to get you to get their hands on your retirement money. Today, Paul gets an email from an investor who was offered a 47% bonus on their principle to invest in an indexed annuity product. The bonus was so large that Paul had to grab the contract and get down to the details. It turns out that not only did you have to tie up your money for 10 years in this contract, but that even with the 47% bonus, this product found ways to limit the returns. It turns out that the company was giving the bonus because there was something in it for them.

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