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What Your Annuity Salesman Doesn’t Want You to Know
What You Might Not Know about Annuities Could
Come Back to Haunt You
Before you put your hard-earned and carefully saved money into an annuity, please call 1-888-900-8297 for a special report, Annuity Insights: Nine Questions Every Annuity Investor Should Ask. e vast majority of annuities are really complicated insurance policies. Once you buy into an annuity, it can be a very di cult and potentially very costly decision to reverse. You’ll learn:
• e di erent types of annuities and their advantages and disadvantages
• Why annuities can be complex to understand and may require additional research by investors
• What you need to ask an annuity salesman when evaluating the annuity
• e in ation risk, tax implications, estate planning considerations and typical annuity fees.
Don’t Be Lulled by the Soothing Sound of Guaranteed Income
Guaranteed income has a lot of appeal, but it can cost you big in commissions, fees, surrender charges, taxes and other costs. is report will show you how the wrong annuity could literally cost you hundreds of thousands of dollars in fees and lost opportunities.
Stuck in an Annuity?
Because people o en regret their annuity decision, Fisher Investments has helped many investors extract themselves from annuities. In fact, if you have a portfolio of $500,000 or more, we may rebate some or all of your annuity surrender penalties. Rebates average nearly $13,000.* Please call for details.
About Fisher Investments
Fisher Investments is a money management rm serving successful individuals and large institutional investors. Fisher Investments and its subsidiaries use proprietary research to manage over $63 billion* in client assets and have a 35-year performance history in bull and bear markets.
©2016 Fisher Investments. 5525 NW Fisher Creek Drive, Camas, WA 98607.
Investments in securities involve the risk of loss. Past performance is no guarantee of future returns. * Rebates are for investors who liquidate an annuity with surrender penalties and fund a Private
Client Group account. Average rebates om 8/1/2011 to 1/31/2015 were $12,795.14. Terms and conditions apply. Surrender costs will generally be reimbursed in the form of a credit to quarterly advisory fees, and payments will cease if the relationship is terminated before the end of the payment period. Payment periods can last over ten calendar quarters or longer. See www. AnnuityAssist.com/Terms-and-Conditions for further information.
**As of 12/31/15.
If someone is trying to sell you an annuity, I urge you to call for your free report. If you have an annuity, my team can help you decide if
it is right for you. And if it isn’t, we might be able to help you and even o set some of the annuity surrender fees.* is free report could be a life saver.
Ken Fisher
– Founder, CEO and
Co-Chief Investment O cer
– Forbes “Portfolio Strategy” columnist for over 30 years
– Author of more than 10 nancial books including 4 New York Times bestsellers
Please hurry! is o er contains timely information.
Call today for your FREE guide!
Toll-free 1-888-900-8297 Reference code B185 when calling.
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