1. 37376 POINTS
    David G. Pipes, CLU®, RICP®
    Business Development Officer, T.D. McNeil Insurance Services, Fresno, California
    Fixed annuities are relatively complicated. Find a life insurance agent who is licensed to sell annuities and make an appointment. Be sure to tell the agent your objectives. He should listen to you, provide solid financial advice and communicate clearly with you and with the insurance company. When purchasing the annuity makes sure you understand surrender charges.
    Answered on November 14, 2014
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