Page 4 - Know-So Money, Hope-So Money, Retirement Secrets Wall Street Doesn't Want You to Know
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10 Most Common Objections ........................................................37
1. “I don’t want to tie up my money.” .......................................37
2. “I don’t get all the upside – caps and participation rates are
limiting.” ....................................................................................38
3. “I don’t like surrender charges.” ............................................38
4. “My broker doesn’t like fixed annuities.” ..............................39
5. “My broker told me your commissions are too high.” ...........40
6. “The index calculations don’t include dividends.” ................41
7. “My broker says annuities aren’t appropriate for qualified funds
such as IRAs and 401(k)s.” ........................................................41
8. “Can I trust an insurance company with my money?” ..........42
9. “I don’t believe there is enough horsepower in an FIA, and I can
make more in mutual funds.” .....................................................42
10. “The fees are too high.” .......................................................43
In Summary ....................................................................................44
And Finally, ...................................................................................44