When Should You Replace Your Annu...
When Should You Replace Your Annuity?

Retire For Less With The Annuity Expert by Shawn Plummer

Episode notes

Are you stuck in a "garbage" annuity contract with terrible returns and high fees? With over 1,500 different annuities on the market, it is incredibly easy to be sold a lemon by a bad advisor. If your contract is underperforming, you do not have to be trapped!

In this video, Shawn Plummer from The Annuity Expert breaks down exactly when you should replace your annuity. Shawn shares a real-life horror story of a client who earned less than a 1% return over six years while paying over $6,000 in fees! He explains why you need to de-risk out of expensive Variable Annuities and upgrade to modern Fixed Index Annuities.

Did you buy your annuity before 2020? Because interest rates have drastically increased leading into 2026, Shawn shows you how a simple tax-free rollover can instantly double your interest rate or increase your guaranteed lifΒ ...Β 

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