Indexed Annuities are WAY Too Confusing to Buy

Indexed annuities sound safe, but their terms are a nightmare! Caps, participation rates, spreads—jargon that hides how your returns are limited. For example, a 6% cap means if the S&P 500 gains 12%, you only get 6%. This confusion makes it hard to compare to index funds. Don’t invest in what you don’t understand! Watch the full video for five reasons to avoid indexed annuities.

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Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

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