Should I Be Doing This Annuity?

Should you consider an annuity, or avoid it altogether? This week, Dennis O’Keefe breaks down how annuities work, why they are often sold rather than bought, and when they may or may not make sense. Using a real client scenario, Dennis explains how annuity proposals can be positioned in ways that don’t always benefit the investor. He also walks through the structure of annuities, including insurance components, tax deferral, and the underlying costs that can impact returns. Key takeaways: • What an annuity actually is • Why annuities tend to be expensive • How commissions and structure impact recommendations • When annuities may make sense • Why a second opinion can be critical • And more! Connect with Dennis O'Keefe: https://www.successfulmoney.com/ [email protected] (508) 730-2300 LinkedIn - Dennis O'Keefe:   / dennisokeefe-   LinkedIn - Successful Money Strategies, Inc:   / successful-money-strategies-inc.   Facebook - Successful Money Strategies, Inc:   / successfulmoneystrategies   Instagram - Successful Money Strategies, Inc:   / successfulmoneystrategies   YouTube: Your Successful Retirement Podcast:    / @successfulretirementpodcast   All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.