December 2, 2021

Health

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Annuities – Roll Up Rate Vs. Payout Rate

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Annuities – Roll Up Rate Vs. Payout Rate
Important to understand the difference between Roll Up Rate and Payout Rate
Do NOT purchase an annuity before understanding this difference!

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Important information to understand before you purchase an annuity.
Many annuity sales people present the “roll up” rate as how your annuity will perform. I break down the difference between “roll up” rate and “payout” rate so you will have a clear understanding.

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