Are you stuck in a product that's not a good fit for you? What can you do when your options feel limited, but you know you have to change something.
You have a limited amount of time to plan for retirement, you can't afford to have your money not working for you.
George thought he was stuck in an annuity because of surrender charges trapping him and forcing his hands to wave a financial white flag... What's your story?
We'll discuss How every plan has hope, Plus:
1. how to access the right financial product
2. a common problem seen in financial planning
3. how to overcome inflation with solid guaranteeD income and beat surrender fees!
Where you put your money matters to your long-term planning.
It's possible to take money that isn't working for you, that feels trapped, and put it on the job. George did it! Hundreds of my clients do it.
Let's look at all the pieces of your plan if you want to learn if there are ways your money can work harder for you.