Adam Curran, the founder of Curran Financial Partners and author of “Retire Y’all: Your Guide to Retiring in South Carolina”, discusses annuity bonuses.
Curran Financial Partners, LLC (“FIRM ”) is a SEC Registered Investment Advisor. This presentation is limited to the dissemination of general information regarding FIRM’s investment advisory services. Accordingly, the information in this presentation should not be construed, in any manner whatsoever, as a substitute for personalized individual advice from FIRM. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Any client examples were hypothetical and used to demonstrate a concept. Past performance is not indicative of future performance. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by FIRM), or product referenced directly or indirectly in this presentation, will be profitable. Different types of investments involve varying degrees of risk, & there can be no assurance that any specific investment or investment strategy will be suitable for a client’s or prospective client’s investment portfolio. Insurance products and services are offered and sold through individually licensed and appointed insurance agents.