I get so sad when I hear about senior citizens being taken advantage of by con artists or even financial institutions that want to take advantage of their money without giving the correct benefits. So, that’s why I’m bringing you this site. Here you can learn all about annuities, as well as, how to protect yourself from these types of things. I also have some information for you in case you already have been.
Most of the information on this site pertains to California’s laws, so you may have to do some research on the laws in your neck of the woods, but there is also a lot of great advice for anyone thinking about or who has an annuity.
Navigation is found under the Annuity Truth Title bar and the sections are: Special Reports, Ask First!, Who Can Help?, New CA Law, Contact Us and Home.
Special Reports – You can get a lot of great information from the sections under this heading. When you mouse over Special Reports, you’ll get a drop down menu of the sections under this heading or you can just click it and the section will be listed under the main paragraph of text. This is where you can learn all about annuities. You will find information on the basics, as well as, on sneaky clauses that are listed in some annuities.
Ask First! – This is a .PDF file that you can download and print out to use as a questionnaire to any person who is offering legal, financial, retirement, etc. information to you. You can get Adobe Reader here. You’ll need it if you don’t have a .PDF reader. This form asks the person to disclose their credentials and how they get paid. It’s just an added step to help keep you in dealing with people who are legitimate.
Who Can Help? – This section talks about how you get help if you’ve been sold an inappropriate annuity. You will find tips here on who to talk to, as well as, a listing of places you can contact for help. There is an Any State Listing and a State by State listing.
New CA Law – This section discusses the new legislation in California that helps protects seniors from being conned or taken advantage of.
Contact Us – Here you will find the contact information for the Annuity Truth site.
I hope this helps you all out!