Location:

Larsen's Grill
590 Town Center Dr
Oxnard, CA 93036

Details:

Many investors have relied upon annuities to provide safety for their investment portfolios and what most of them don’t realize are the potential consequences this can have. These products can be difficult to understand and, all too often, misrepresented by the salesperson. This meeting will teach you all the critical “must-knows” about these complicated products.

You and your spouse are cordially invited to this educational dinner event. The workshop is designed for those that own an annuity or are thinking of buying one. This event is educational and, for those thinking about buying an annuity, a chance to really see how that purchase might impact your retirement plan. So, come on out and enjoy a complimentary dinner after the presentation.

• The annuity language and the costs involved – caps, spreads, margins, participation rates, bonus and surrender charges.
• How to calculate the true fees and expenses on your annuity contract.
• How to evaluate your annuity and determine if it is the right one for you.
• The hallmarks of a successful retirement plan.
• The annuity sales pitches and “scare tactics” to look out for.
• Learn the differences between cap strategies and non-cap strategies and how it can impact your retirement.

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