My clients do not
to have annuities in their portfolios, and with good reason. These complicated,
lengthy contracts favour the companies that write them, not
you. Annuity sales people get high commissions that come straight off the top of
your investment savings. You can manage your retirement-income security needs
in ways that'll cost you less. Said simply, if someone's going to guarantee you
an income in an uncertain world, they're going to charge you enough to ensure
the odds are in their favor - not yours.
Jacoline Loewen and Team |
Annuities are for
those who do not have a clue about how to manage their wealth and do not have a
client advisor to assist them.
Gain unique insight
on a range of retirement topics, from investing and financial planning to
travel and lifestyle, based on decades of experience
working with successful retirees. This entertaining 31-page guide is chock-full
of information to help you get the most out of your retirement, including:
•Tips to help you
maximize your nest egg and avoid running out of money in retirement
•Ideas for making
the most of time with your family and friends
•Methods to
generate income in retirement
•Activities to keep
your mind sharp and your body active
•Estate-planning
steps so you can relax and enjoy life
Created for
investors with $2,000,000+ in investible assets 29 Retirement Tips from Jacoline
Loewen are for retirees and those planning for retirement. In addition to the
tip above, other tips include:
•Tip #11: Living
abroad can be great
•Tip #16: How to discuss
your asset allocation and plans with your family
•Tip #20: Consider
new fields other than the career you retired from
•Tip #24: Be
diversified, but not too diversified
Jacoline Loewen Can
Help You Plan for a Successful Retirement
Join her on Twitter @jacolineloewen
Instagram @Jacolineloewen
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