Sign in to confirm you’re not a bot
This helps protect our community. Learn more

FAQ 10 What Is A Surrender Charge And Why Do They Exist

IQ Wealth Management | Steve Jurich | Scottsdale Financial Planner
22 subscribers
<__slot-el>
<__slot-el>
461 views 7 years ago
FAQ 10 What Is A Surrender Charge And Why Do They Exist Scottsdale Financial Planner - IQ Wealth subscribe to our channel https://goo.gl/8E73gS https://www.iqwealthmanagement.com/ --------------------------------------------------------- We’re conveniently located in Scottsdale near the 101 and Via De Ventura, close to the Gainey Ranch Hyatt Regency Mailing address: IQ Wealth Group 7702 E Doubletree Ranch Road Suite 300 Scottsdale, AZ 85258 Local: PHX/Scottsdale (480) 902-3333 Full service, securities, life insurance, annuities Local: LA (310) 707-7047 Insurance and annuities only Toll Free: (888) 310-1776 Fax: (866) 872-1700 --------------------------------------------- Appointment Scheduling: (480)628-5154 Barb Email: Steve@IQWealthGroup.com Barb@IQWealthManagement.com ---------------------------------------------- Exactly what is an annuity? An annuity is an arrangement with a certified, audited and regulated insurance provider to supe …...more
...more
FAQ 10 What Is A Surrender Charge And Why Do They Exist
2Likes
461Views
2017Oct 27
FAQ 10 What Is A Surrender Charge And Why Do They Exist Scottsdale Financial Planner - IQ Wealth subscribe to our channel https://goo.gl/8E73gS https://www.iqwealthmanagement.com/ --------------------------------------------------------- We’re conveniently located in Scottsdale near the 101 and Via De Ventura, close to the Gainey Ranch Hyatt Regency Mailing address: IQ Wealth Group 7702 E Doubletree Ranch Road Suite 300 Scottsdale, AZ 85258 Local: PHX/Scottsdale (480) 902-3333 Full service, securities, life insurance, annuities Local: LA (310) 707-7047 Insurance and annuities only Toll Free: (888) 310-1776 Fax: (866) 872-1700 --------------------------------------------- Appointment Scheduling: (480)628-5154 Barb Email: Steve@IQWealthGroup.com Barb@IQWealthManagement.com ---------------------------------------------- Exactly what is an annuity? An annuity is an arrangement with a certified, audited and regulated insurance provider to supervise your loan and pay it back to you with interest in among 3 methods: Annuities resemble mutual funds or bank CDs in the sense that you are positioning funds with a certified trustee. They vary considerably from mutual funds and CDs by virtue of that an annuity can be utilized to produce ensured life time earnings for 2 partners, just like a pension from work. An annuity is not a market-traded property likes stocks and mutual funds. Annuities are agreements for particular efficiency, which is a significant advantage to senior citizens. We're easily situated in Scottsdale near the 101 and Via De Ventura, near to the Gainey Ranch Hyatt Regency Annuities are comparable to mutual funds or bank CDs in the sense that you are putting funds with a certified trustee. An annuity is not a market-traded possession likes stocks and mutual funds. Summary Annuities are comparable to mutual funds or bank CDs in the sense that you are putting funds with a certified trustee. An annuity is not a market-traded possession likes stocks and mutual funds. ❇️ Through Steady Withdrawals Of 5% To 10% Per Year ❇️ Through An "Annuitization" (Converting Your Lump Sum To A Stream Of Lifetime Payments Backed By The Reserves Of The Company) ❇️ Cashing Out: Simply As You Would With A Bank Account Or Mutual Fund. Watch our most recent video https://goo.gl/4uxLzT ~-~~-~~~-~~-~ Please watch: "FAQ 1 I Really Don T Know Much About Annuities Are There Different Types"    • FAQ 1  I Really Don't Know Much About...   ~-~~-~~~-~~-~ Watch our next FAQ video    • FAQ 12  How Are You  The Agent  Compe...  

Follow along using the transcript.

IQ Wealth Management | Steve Jurich | Scottsdale Financial Planner

22 subscribers