You Saved Me!

Q: Your report on Equity Indexed Annuities just saved me from a very large head ache! I was thinking of doing just that, in fact I was in the process of doing just that when I read your e-mail on the subject!

Here I am at age 66 and this is my first time on the internet!

I have about $500,000 in the stock market and I was going to get out of the stock market and... go into Indexed Annuities to protect my money because my wife is starting to get the first sign of memory loss (a nicer way of putting it).

Thanks Again

A: I’m glad I could be of help. It’s important that investors understand the financial services industry and how it works. I find that often people go to an advisor with a perception about what advisors do that is considerably different from reality. The next step is for you to determine whether or not you even need an advisor and, if so, what you should look for in one. This Special Report should help:

Financial Self Defense

I’d be happy to talk with you about you situation further.

Your posted comments on this and other questions are welcome.
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