At some point, you may be approached by an insurance agent selling annuities. They will tell you things like, “When the market goes up, you participate in the gains, but when the market goes down, you won’t lose anything.” The truth is, it doesn’t always work this way. There are several other truths I think you should know before buying an annuity that the insurance agent won’t tell you. These truths are some of the reasons why I don’t like annuities.
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Over the past 25 years Mark has developed and refined a process called The Introduction To Prosperous Investing. It’s a four step approach that lays the groundwork for a prosperous investment strategy to meet your personal needs, your goals, and your vision, whatever that may be.
When you schedule your appointment, you will receive an e-mail with
The Introduction To Prosperous Investing
To schedule your first appointment simply use the form below, or call 801-545-0696
“The secret of getting ahead is getting started.”
– Mark Twain
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