Thinking About One? Let's Talk.

If you are thinking about buying an annuity, or someone is trying to sell you one, and you want a second opinion before you sign, email me directly at scott@scottzim.com. Here is what to expect. A fifteen-minute call. No pressure. No pitch. Just a conversation. We will ask about your age, your timeline, your other assets and income, and what problem you are actually trying to solve. We will not recommend anything on the first call. That is what a real advisor does. We listen first. We look at your whole situation. Then, if an annuity is the right answer, we help you find the right one. If it is not the right answer, we tell you. Sometimes we send you back to whoever was pitching you with three specific questions to ask, and their answer tells you everything you need to know. Sometimes we bring in a MYGA at a rate better than what you were being shown. Sometimes we tell you an annuity is not the right tool and point you toward something else. The financial services business has enough sales pressure. This is the opposite of that.