“Ripe For Misrepresentation And Confusion”: Why Retirees Should Proceed Slowly With These Two Investment Products

2016-11-06 19_23_26-Films & TVWhen it comes to two insurance products that might appear attractive to retirees in this low interest rate environment, today’s article cautions that prospective buyers should look carefully before leaping into these complicated investments. The two products at issue? Indexed annuities and indexed universal life insurance. Here’s what one advisor cited in the article has to say: “With indexed annuities and indexed universal life insurance, the marketing pitch is always that you get all of the upside of equities and have guarantees…It’s really misleading.” To read more about these two products – including who they can be good fits for, their potential limitations and where things get complicated – CLICK HERE.