With June being Annuity Awareness Month, I felt it appropriate to share in the education.
The first article is about planning for unexpected expenses in retirement, as provided by American Equity.
READ HERE to learn what to expect (and unexpect) in retirement!
Index or fixed annuities are not designed for short term investments and may be subject to caps,
restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by
the financial strength and claims paying ability of the issuer.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carla J. Merlak/Merlak Tax are independent of each other.
Carla Merlak2019-06-05T11:57:43-07:00June 5th, 2019|Uncategorized|Comments Off on Annuity Awareness Month