How to Set Up an Annuity Safely
How to Set Up an Annuity Safely

Retire For Less With The Annuity Expert by Shawn Plummer

Episode notes

Setting up a retirement contract can feel overwhelming, but it doesn't have to be. In this video, Shawn Plummer from The Annuity Expert walks you through the exact, step-by-step process of purchasing and funding an annuity safely.

You will learn how to choose the right financial professional, define your retirement goals, and select the best funding source (like an IRA, 401(k), or cash). Shawn also reveals a massive red flag to watch out for to avoid being scammed when funding your account, and explains how the insurance company's "suitability department" actually protects you. Finally, you will learn how to structure a contract to protect a spouse, pass money to grandchildren, or secure an enhanced death benefit if you are terminally ill.

πŸ“– Read our full, step-by-step guide on How to Buy & Set Up an Annuity here:

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