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 Wolf, Jason Kane or Joe Peiffer, for a free, no-obligation evaluation of their recovery options, at 585-310-5140.