Poll Recap: Do You Own An Annuity

In 2018 the Annex Wealth Management Financial Planning team analyzed over 280 annuities. Often times, the folks they worked with weren’t sure what their annuities did or how they even operated.So we asked Axiom readers: How about you? Do you own an annuity? Are you...

Axiom Vol 135

ANNUITY WEEK | Inside: Featured – Unbiased Annuity Review | Poll: If You Own An Annuity, Do You Understand How It Operates? | MoneyDo: Review What You’re Actually Paying For Your Annuity | Annuities 101 | Are Annuities Subject To RMD’s? | Review What...

DYADT: Unbiased Annuity Review

Annex Wealth Management’s Financial Planning Team just completed a review of annuities our clients hold – not to sell them another annuity, but to help our clients understand what they own, its benefits, and how much it costs them. Check out an example of...