Too many annuity products carry high expenses and low rates of return. Bluemound Asset Management's "Annuity Rescue" Service offers ways to improve virtually any annuity situation. Our solutions are geared to limit risk, reduce taxes and produce the income you need to lead an active retirement.
Annuities offer tax-deferred growth to investors seeking to accumulate more retirement assets, as well as, a tax favored income distribution method once retirement is reached. Unfortunately, due to the sales driven annuity industry and agents who are not trained to properly consider retirement income and financial planning issues, most annuities are not used properly.
Added to the issue of inappropriate use of annuities, are the issues of poor annuity design, high expenses and low returns. With recent record low interest rates and financial instability at many carriers most annuities have cut their promises and are struggling to keep those they made in the past. Visit our insurance affiliate to read our article titled: "Today's Guaranteed Lifetime Income Annuity Trap."
Although in our opinion most annuities fall short, there are a handful of products that can be successfully used for specific situations. There are also several strategies that can benefit most annuity investors regardless of the limitations of their current contracts.
We offer annuity alternatives, as well as, strategies for better using your existing annuities. To discuss how our Annuity Rescue program might help you improve your situation, contact us today.