Investors Encouraged to Be Vigilant When Exchanging Annuities

Broker-dealers are selling a bigger share of indexed annuities, and investors should be mindful of all the fees associated when moving to an indexed annuity from a variable annuity.

When an annuity exchange occurs, investors should investigate whether or not they will incur any increased costs. Investors should also determine if there are any surrender fees involved when exchanging the annuities.

Investors who believe they lost money as a result of investment fraud or misconduct may contact the securities lawyers at Peiffer Rosca, Alan Rosca or Joe Peiffer, for a free, no-obligation evaluation of their recovery options, at 888-998-0520.

Alan Rosca (1168 Posts)

Alan is a securities lawyer. He also teaches Securities Regulation at the Cleveland-Marshall College of Law. He focuses his legal practice on complex commercial and financial litigation and arbitration, particularly in the areas of securities and investment fraud. His office is in Cleveland, Ohio.


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