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Newspaper
The Chronicle Telegram
Location
Elyria, Ohio, United States of America
Date
Dec 17, 2015
Page
6
Coupon style financial promotion warns of annuity risks and urges readers to call 1 888 929 3867 for Annuity Insights by Fisher Investments. It promises a free report and potential surrender-penalty rebates for portfolios of 500000 or more.
If you own an annuity or are approached by a seller you should call for a free report. Annuities may lock in low returns tax complications and tie up wealth. The analyst offers help to decide if an annuity fits needs or to exit with reduced surrender fees.
The text highlights a founder and CEO who also serves as co chief investment officer and Forbes Portfolio Strategy columnist for 30 years. It notes authoring more than ten financial books, including four New York Times bestsellers.
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