Creations Coastal Financial & Insurance Services
“Daniel seems to care about his clients. I went to a couple of his seminars to understand this particular annuity he offers.
The minimum to start with is $20,000. It could be good in some circumstances. But depending on how much you put in, and how much you draw out monthly, you could potentially drain your account. If you're saving your money for retirement for later in life, this may not be for you.
You could opt out of the income rider.
Don't let the $20,000 scare you off,
He has other vehicles to offer, that may fit your needs a little better.”
