Let’s face it; annuities are viewed by the investment community as expensive. The adage “you get what you pay for” applies to most annuities when riders are correctly used.
However, many riders are not correctly used. This forces us to coin a new phrase: “You don’t get what you pay for” when annuity riders are not leveraged appropriately. If you are going to own an annuity, the goal is to get into the annuity carrier’s pocket as quickly as possible – use their money, not yours. Afterall, that is why the benefits of annuities come with a higher cost structure than a traditional investment portfolio.
If so, are you using them appropriately? If not, you may be paying fees unnecessarily. Our customized CARES Process™ can help answer your lingering annuity questions.
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1127-B Hendersonville Road | Asheville, NC 28803
insuranceservices@coltongroome.com
(828) 252-1816 – office | (844) 442-4329 – fax
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 100, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Insurance Advisors, LLC. and Colton Groome Financial Advisors, LLC. is a separate entity from Valmark Securities, Inc.