

Can You Replace a Variable Annuity with a Fixed Index Annuity?
Note sull'episodio
Are you tired of watching your retirement savings drop during stock market crashes, all while paying massive 3% to 4% annual fees inside your Variable Annuity? If you want to move your money to safety, you might be wondering if you are allowed to transfer your funds into a Fixed Index Annuity (FIA).
In this video, Shawn Plummer from The Annuity Expert explains exactly how you can successfully replace a Variable Annuity with a Fixed Index Annuity. Shawn breaks down how insurance company "Suitability Teams" review these transfers to ensure you are actually put in a better financial position. By moving to an FIA, you immediately eliminate market downside risk and slash your annual fees by up to a third!
Plus, if your Variable Annuity has recently taken a massive loss in the market, Shawn reveals a brilliant strategy: using a Bonus Annuit ...