Management
One reason agents love to sell annuities is the minimal management they need to provide. They love the fact that they can sell you product, make a substantial commission and then look for next customer. They often provide very little help with managing the annuity. At the annuity education center, I focus greatly on the selection and management of the funds within the product. There is no additional cost for this service. Also, in specific situations, I will be willing to take over your annuity.  This does not require you to sell your product. You are simply changing the agent of record. Call me for details.

 

Markowski Investments
Financial Planning and Wealth Management
A SEC Registered Investment Advisory
Securities Offered Through Westminster Financial Securities, Inc.
Member FINRA SIPC
Not FDIC Insured No Bank Guarantee May Lose Value

 

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