Surrender Charges and Annuities

It can be costly to walk away from an annuity during the surrender period because of surrender charges. Paul and his team talk about some unknown tricks that could create opportunities for people to get out of their annuities. Also, later in the show Paul shares his opinions on an article about retirement mistakes baby boomers are making. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on August 08, 2020.