I see this tale play out a lot. You receive a FREE steak dinner invitation(s) in the mail. Since it’s free, and seeing as though you need to do something with your 401(k)… you attend.
Following the dinner seminar, you meet with the advisor hosting the seminar and promptly move your 401(k) into their recommended annuity. A few years later, you realize you’re stuck in an annuity you may not have needed and still don’t understand.
Don’t fall victim to “The Free-Steak Mistake”…Check out Tony’s latest video explaining how annuities are NOT a one-size-fits-all product and why you should only purchase them as part of a written retirement GamePlan!